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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $208,570 |
HORAN SECURITIES INC3 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $93,147 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,947 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,630 | $2,687,218-98.1% | $165,071-68.7% | $199,960-74.2% |
| Participation rate | 87.7% | 78.3%+9.4pp | 78.6%+9.0pp | 72.0%+15.7pp |
| Annual return | 14.57% | 17.94%-3.4pp | 70.17%-55.6pp | 34.28%-19.7pp |
| Employer contribution / active EE | $2,673 | $2,958-9.6% | $4,347-38.5% | $3,036-12.0% |
| Participant deferral / active EE | $6,244 | $5,002+24.8% | $6,035+3.5% | $5,087+22.7% |
| Admin fee / account holder | $100 | $1,988-95.0% | $12,695-99.2% | $269-62.9% |