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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,424 |
FORTRESS PRIVATE LEDGER LLC2 years Service code 27 · EIN 82-3399190 | Advisory (Plan) | $23,291 |
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 | $53,252 | $89,652-40.6% | $141,197-62.3% | $65,186-18.3% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.5%+9.9pp | 70.2%+22.1pp |
| Annual return | 23.09% | 32.79%-9.7pp | 71.41%-48.3pp | 29.39%-6.3pp |
| Employer contribution / active EE | $3,785 | $3,065+23.5% | $4,736-20.1% | $2,177+73.9% |
| Participant deferral / active EE | $8,097 | $5,691+42.3% | $6,710+20.7% | $3,514+130.4% |
| Admin fee / account holder | $251 | $569-55.9% | $10,265-97.6% | $847-70.4% |