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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $57,822 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW Service code 27 · EIN 33-0818666 | Advisory (Plan) | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $255,157 | $70,917+259.8% | $98,920+157.9% | $73,493+247.2% |
| Participation rate | 99.4% | 73.8%+25.6pp | 76.0%+23.4pp | 70.7%+28.7pp |
| Annual return | 12.42% | 34.18%-21.8pp | 196.47%-184.1pp | 28.51%-16.1pp |
| Employer contribution / active EE | $4,619 | $2,037+126.7% | $2,689+71.7% | $2,270+103.5% |
| Participant deferral / active EE | $9,192 | $3,501+162.5% | $4,245+116.5% | $3,740+145.8% |
| Admin fee / account holder | $347 | $535-35.2% | $6,643-94.8% | $513-32.4% |