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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,171 |
HORAN SECURITIES INC6 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $30,731 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,498 | $79,181-28.6% | $102,423-44.8% | $74,429-24.1% |
| Participation rate | 85.6% | 74.8%+10.8pp | 76.5%+9.1pp | 67.2%+18.4pp |
| Annual return | 14.80% | 54.97%-40.2pp | 29.42%-14.6pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $3,031 | $2,362+28.3% | $3,023+0.3% | $2,625+15.5% |
| Participant deferral / active EE | $6,008 | $4,416+36.1% | $5,054+18.9% | $4,348+38.2% |
| Admin fee / account holder | $293 | $2,002-85.4% | $9,455-96.9% | $1,944-84.9% |