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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $276,378 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $97,601 |
HKG LLP6+ years Filed as: HKG, LLP Service code 10 · EIN 95-4552788 | Accounting | $16,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,952 | $56,095+3.3% | $178,503-67.5% | $90,274-35.8% |
| Participation rate | 56.2% | 65.6%-9.4pp | 81.9%-25.7pp | 73.4%-17.2pp |
| Annual return | 15.43% | 28.81%-13.4pp | 151.12%-135.7pp | 53.97%-38.5pp |
| Employer contribution / active EE | $171 | $1,572-89.1% | $5,011-96.6% | $2,523-93.2% |
| Participant deferral / active EE | $3,674 | $2,669+37.7% | $5,202-29.4% | $4,231-13.2% |
| Admin fee / account holder | $129 | $101+28.0% | $13,987-99.1% | $114+12.9% |