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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,084 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $34,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,414 | $58,895+248.8% | $178,503+15.1% | $73,497+179.5% |
| Participation rate | 93.8% | 66.2%+27.5pp | 81.9%+11.8pp | 70.7%+23.1pp |
| Annual return | 15.30% | 24.86%-9.6pp | 151.12%-135.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $7,431 | $2,236+232.3% | $5,011+48.3% | $2,270+227.3% |
| Participant deferral / active EE | $5,478 | $2,567+113.4% | $5,202+5.3% | $3,740+46.5% |
| Admin fee / account holder | $498 | $400+24.3% | $13,987-96.4% | $513-3.0% |