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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,911 |
CVAGS, LLC5+ years Filed as: CVAGS, LLC DBA CLEARVIEW GROUP Service code 27 · EIN 27-2579538 | Advisory (Plan) | $15,976 |
SAGEPOINT FINANCIAL INC4 years Filed as: RESOURCE ADVISORY LLC Service code 26 · EIN 47-2790722 | Advisory (Participants) | $10,350 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,558 | $111,608+6.2% | $177,840-33.3% | $73,412+61.5% |
| Participation rate | 96.8% | 87.9%+8.9pp | 87.7%+9.1pp | 72.2%+24.6pp |
| Annual return | 21.67% | 18.23%+3.4pp | 48.32%-26.7pp | 59.30%-37.6pp |
| Employer contribution / active EE | $6,938 | $3,796+82.8% | $5,919+17.2% | $2,234+210.6% |
| Participant deferral / active EE | $18,213 | $6,199+193.8% | $7,714+136.1% | $3,806+378.6% |
| Admin fee / account holder | $71 | $166-57.4% | $12,431-99.4% | $158-55.3% |