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 35-0145825 | Loan Processing | $73,623 |
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $31,079 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,752 | $70,917+33.6% | $98,920-4.2% | $73,497+28.9% |
| Participation rate | 87.0% | 73.8%+13.2pp | 76.0%+11.0pp | 70.7%+16.3pp |
| Annual return | 13.11% | 34.18%-21.1pp | 196.47%-183.4pp | 28.51%-15.4pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,631 | $3,501-53.4% | $4,245-61.6% | $3,740-56.4% |
| Admin fee / account holder | $14 | $535-97.5% | $6,643-99.8% | $513-97.4% |