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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,815 |
HORAN SECURITIES INC3 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $22,802 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,619 | $84,936-36.9% | $111,308-51.8% | $79,391-32.5% |
| Participation rate | 96.6% | 75.9%+20.7pp | 77.3%+19.2pp | 70.7%+25.8pp |
| Annual return | 15.56% | 17.45%-1.9pp | 54.67%-39.1pp | 116.88%-101.3pp |
| Employer contribution / active EE | $2,410 | $1,979+21.8% | $2,732-11.8% | $2,428-0.7% |
| Participant deferral / active EE | $4,675 | $3,888+20.2% | $4,487+4.2% | $4,046+15.5% |
| Admin fee / account holder | $252 | $537-53.1% | $7,965-96.8% | $627-59.8% |