Filed December 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,088 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE VIEW ADVISORY Service code 27 · EIN 33-0818667 | Advisory (Plan) | $5,012 |
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 | $32,443 | $52,293-38.0% | $178,503-81.8% | $73,412-55.8% |
| Participation rate | 71.1% | 65.3%+5.8pp | 81.9%-10.8pp | 72.2%-1.0pp |
| Annual return | 13.03% | 34.75%-21.7pp | 151.12%-138.1pp | 59.30%-46.3pp |
| Employer contribution / active EE | $390 | $1,736-77.6% | $5,011-92.2% | $2,234-82.6% |
| Participant deferral / active EE | $3,443 | $2,333+47.6% | $5,202-33.8% | $3,806-9.5% |
| Admin fee / account holder | $186 | $127+46.0% | $13,987-98.7% | $158+17.8% |