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 | $353,927 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: MJM401K, LLC Service code 16 · EIN 86-0882983 | Consulting | $12,818 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,502 | $68,904-18.0% | $90,657-37.7% | $68,904-18.0% |
| Participation rate | 94.4% | 74.1%+20.3pp | 74.0%+20.4pp | 74.1%+20.3pp |
| Annual return | -5.66% | 1.07%-6.7pp | 1.89%-7.5pp | 1.07%-6.7pp |
| Employer contribution / active EE | $1,920 | $2,540-24.4% | $2,532-24.1% | $2,540-24.4% |
| Participant deferral / active EE | $6,376 | $4,015+58.8% | $3,424+86.2% | $4,015+58.8% |
| Admin fee / account holder | $57 | $71-19.8% | $4,994-98.9% | $71-19.8% |