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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $285,422 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 16 · EIN 33-0818667 | Consulting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,903 | $69,238-23.6% | $185,854-71.5% | $101,555-47.9% |
| Participation rate | 56.4% | 73.5%-17.1pp | 81.7%-25.3pp | 74.5%-18.1pp |
| Annual return | 102.13% | 21.26%+80.9pp | 122.12%-20.0pp | 21.00%+81.1pp |
| Employer contribution / active EE | $1 | $2,104-100.0% | $5,169-100.0% | $2,972-100.0% |
| Participant deferral / active EE | $2,514 | $3,764-33.2% | $5,569-54.9% | $4,874-48.4% |
| Admin fee / account holder | $55 | $66-16.9% | $16,246-99.7% | $139-60.5% |