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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $112,161 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $64,171 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,020 |
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 | $62,359 | $62,928-0.9% | $172,753-63.9% | $67,582-7.7% |
| Participation rate | 95.7% | 64.5%+31.3pp | 82.6%+13.1pp | 71.3%+24.5pp |
| Annual return | 20.18% | 30.36%-10.2pp | 803.00%-782.8pp | 378.57%-358.4pp |
| Employer contribution / active EE | $3,971 | $1,636+142.7% | $5,144-22.8% | $2,148+84.9% |
| Participant deferral / active EE | $4,367 | $2,145+103.6% | $5,198-16.0% | $3,539+23.4% |
| Admin fee / account holder | $187 | $167+12.1% | $13,956-98.7% | $142+31.3% |