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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $254,227 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: MJM401K INC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $30,000 |
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 | $36,135 | $120,450-70.0% | $159,495-77.3% | $93,010-61.1% |
| Participation rate | 92.4% | 78.0%+14.4pp | 82.8%+9.6pp | 73.9%+18.5pp |
| Annual return | 63.98% | 27.11%+36.9pp | 263.72%-199.7pp | 158.70%-94.7pp |
| Employer contribution / active EE | $1 | $3,526-100.0% | $4,831-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $9,953 | $7,283+36.7% | $7,354+35.4% | $4,561+118.2% |
| Admin fee / account holder | $74 | $137-45.8% | $10,804-99.3% | $152-51.2% |