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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,939 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $8,256 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,168 | $91,424-5.7% | $135,942-36.6% | $71,495+20.5% |
| Participation rate | 95.0% | 75.7%+19.4pp | 81.9%+13.1pp | 67.9%+27.1pp |
| Annual return | 19.45% | 29.90%-10.4pp | 68.28%-48.8pp | 28.85%-9.4pp |
| Employer contribution / active EE | $4,010 | $3,704+8.3% | $4,858-17.4% | $2,589+54.9% |
| Participant deferral / active EE | $9,407 | $7,092+32.6% | $7,759+21.2% | $4,291+119.2% |
| Admin fee / account holder | $224 | $1,266-82.3% | $10,764-97.9% | $1,588-85.9% |