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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $180,376 |
Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $84,302 |
MOSS ADAMS LLP5 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $21,525 |
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 | $148,899 | $87,621+69.9% | $86,460+72.2% | $77,906+91.1% |
| Participation rate | 97.6% | 85.8%+11.8pp | 80.3%+17.3pp | 73.7%+23.9pp |
| Annual return | -17.48% | -13.90%-3.6pp | 4399.82%-4417.3pp | 12.16%-29.6pp |
| Employer contribution / active EE | $5,217 | $3,474+50.2% | $3,771+38.3% | $2,846+83.3% |
| Participant deferral / active EE | $18,281 | $8,645+111.5% | $6,954+162.9% | $4,805+280.4% |
| Admin fee / account holder | $92 | $85+8.7% | $6,727-98.6% | $133-30.6% |