Filed October 23, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $301,416 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: MJM401K, LLC Service code 16 · EIN 86-0882983 | Consulting | $60,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,221 | $37,245+72.4% | $94,993-32.4% | $77,958-17.6% |
| Participation rate | 93.1% | 56.5%+36.6pp | 73.9%+19.2pp | 71.6%+21.4pp |
| Annual return | 56.18% | 22.72%+33.5pp | 27.14%+29.0pp | 20.87%+35.3pp |
| Employer contribution / active EE | $1,798 | $894+101.1% | $2,603-30.9% | $2,310-22.2% |
| Participant deferral / active EE | $5,847 | $1,828+219.8% | $3,317+76.3% | $3,537+65.3% |
| Admin fee / account holder | $65 | $59+10.7% | $4,960-98.7% | $97-32.8% |