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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,442 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $45,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,412 | $89,433-77.2% | $117,533-82.6% | $89,433-77.2% |
| Participation rate | 22.8% | 71.3%-48.5pp | 70.6%-47.8pp | 71.3%-48.5pp |
| Annual return | -15.86% | -11.88%-4.0pp | 29.77%-45.6pp | -11.88%-4.0pp |
| Employer contribution / active EE | $542 | $3,021-82.1% | $4,179-87.0% | $3,021-82.1% |
| Participant deferral / active EE | $1,173 | $5,125-77.1% | $4,072-71.2% | $5,125-77.1% |
| Admin fee / account holder | $31 | $79-60.3% | $5,647-99.4% | $79-60.3% |