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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HOME FEDERAL BANK Service code 21 · EIN 62-1230706 | Bank Trustee | $16,526 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,118-100.0% | $247,553-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 50.4%-50.4pp | 12.4%-12.4pp |
| Annual return | 12.50% | 10.14%+2.4pp | 32.33%-19.8pp | 9.89%+2.6pp |
| Employer contribution / active EE | $576 | $16,236-96.5% | $33,960-98.3% | $14,313-96.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $43-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $1,345-100.0% | $10,141-100.0% | $9,084-100.0% |