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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,827 |
FORTE CAPITAL1 year Filed as: FORTE CAPITAL LLC Service code 27 · EIN 16-1507924 | Advisory (Plan) | $32,308 |
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 | $72,865 | $73,404-0.7% | $87,102-16.3% | $67,579+7.8% |
| Participation rate | 98.4% | 80.9%+17.6pp | 76.9%+21.6pp | 71.3%+27.2pp |
| Annual return | 22.61% | 48.29%-25.7pp | 28.19%-5.6pp | 378.56%-355.9pp |
| Employer contribution / active EE | $5,244 | $2,014+160.4% | $2,521+108.0% | $2,148+144.2% |
| Participant deferral / active EE | $4,950 | $3,913+26.5% | $4,048+22.3% | $3,539+39.8% |
| Admin fee / account holder | $224 | $142+58.5% | $7,491-97.0% | $142+57.7% |