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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $316,559 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $60,000 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $21,500 |
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 | $188,295 | $108,617+73.4% | $108,421+73.7% | $93,010+102.4% |
| Participation rate | 95.7% | 83.1%+12.6pp | 80.1%+15.6pp | 73.9%+21.8pp |
| Annual return | 17.88% | 21.63%-3.8pp | 905.61%-887.7pp | 158.70%-140.8pp |
| Employer contribution / active EE | $4,931 | $3,249+51.8% | $3,560+38.5% | $2,705+82.3% |
| Participant deferral / active EE | $17,414 | $7,885+120.8% | $6,564+165.3% | $4,561+281.8% |
| Admin fee / account holder | $135 | $94+43.8% | $7,298-98.2% | $152-11.3% |