Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $104,023 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $61,867 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,446 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $52,442 | $37,196+41.0% | $154,108-66.0% | $55,725-5.9% |
| Participation rate | 96.1% | 64.1%+32.0pp | 83.0%+13.0pp | 70.9%+25.2pp |
| Annual return | -5.16% | 1319.68%-1324.8pp | 735.21%-740.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $4,062 | $1,614+151.6% | $5,298-23.3% | $2,078+95.5% |
| Participant deferral / active EE | $3,606 | $2,068+74.4% | $5,081-29.0% | $3,356+7.5% |
| Admin fee / account holder | $181 | $102+77.9% | $13,411-98.7% | $115+56.9% |