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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,394 |
SAGEPOINT FINANCIAL INC1 year Service code 27 · EIN 20-1741754 | Advisory (Plan) | $17,685 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,822 | $72,303-83.6% | $86,698-86.4% | $64,819-81.8% |
| Participation rate | 89.2% | 80.4%+8.8pp | 76.6%+12.6pp | 71.5%+17.7pp |
| Annual return | -15.76% | 392.77%-408.5pp | 35.95%-51.7pp | 32.84%-48.6pp |
| Employer contribution / active EE | $859 | $2,393-64.1% | $2,837-69.7% | $2,507-65.7% |
| Participant deferral / active EE | $3,068 | $4,660-34.2% | $4,656-34.1% | $4,311-28.8% |
| Admin fee / account holder | $138 | $174-20.7% | $7,493-98.2% | $188-26.5% |