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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $92,322 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $86,193 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,126 | $88,122-5.7% | $141,197-41.1% | $67,582+23.0% |
| Participation rate | 94.3% | 76.5%+17.9pp | 82.5%+11.8pp | 71.3%+23.0pp |
| Annual return | 23.25% | 75.40%-52.2pp | 71.41%-48.2pp | 378.57%-355.3pp |
| Employer contribution / active EE | $3,251 | $3,224+0.8% | $4,736-31.4% | $2,148+51.4% |
| Participant deferral / active EE | $11,549 | $5,958+93.8% | $6,710+72.1% | $3,539+226.3% |
| Admin fee / account holder | $154 | $131+18.0% | $10,265-98.5% | $142+8.5% |