Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,176 |
HORAN SECURITIES INC5 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $25,870 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,904 | $76,112-33.1% | $96,544-47.3% | $71,529-28.8% |
| Participation rate | 95.9% | 74.4%+21.5pp | 76.0%+19.9pp | 67.9%+28.0pp |
| Annual return | 16.78% | 22.80%-6.0pp | 25.88%-9.1pp | 28.97%-12.2pp |
| Employer contribution / active EE | $2,839 | $2,248+26.3% | $2,966-4.3% | $2,590+9.6% |
| Participant deferral / active EE | $5,613 | $4,217+33.1% | $4,851+15.7% | $4,291+30.8% |
| Admin fee / account holder | $245 | $2,708-91.0% | $8,254-97.0% | $1,588-84.6% |