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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,250 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: MJM401K, LLC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $30,060 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,499 |
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 | $82,864 | $65,592+26.3% | $90,161-8.1% | $69,631+19.0% |
| Participation rate | 77.6% | 77.6%-0.1pp | 76.9%+0.7pp | 70.7%+6.9pp |
| Annual return | 18.42% | 57.10%-38.7pp | 34.89%-16.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $2,583 | $2,193+17.8% | $3,318-22.1% | $2,032+27.1% |
| Participant deferral / active EE | $9,266 | $5,257+76.3% | $5,287+75.2% | $3,224+187.4% |
| Admin fee / account holder | $212 | $86+147.4% | $5,943-96.4% | $110+91.9% |