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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 | $79,223-28.7% | $102,460-44.9% | $74,478-24.1% |
| Participation rate | 85.6% | 74.8%+10.8pp | 76.5%+9.1pp | 67.2%+18.3pp |
| Annual return | 14.80% | 54.98%-40.2pp | 29.47%-14.7pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $3,031 | $2,363+28.3% | $3,025+0.2% | $2,626+15.4% |
| Participant deferral / active EE | $6,008 | $4,417+36.0% | $5,056+18.8% | $4,350+38.1% |
| Admin fee / account holder | $293 | $2,003-85.4% | $9,460-96.9% | $1,946-85.0% |