Filed April 7, 2026 (most recent of 6 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $103,274 |
HORAN SECURITIES INC1 year Service code 27 · EIN 31-1448612 | Advisory (Plan) | $12,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,186 | $110,699-43.8% | $177,848-65.0% | $90,274-31.1% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 14.94% | 22.79%-7.8pp | 48.33%-33.4pp | 53.97%-39.0pp |
| Employer contribution / active EE | $4,357 | $4,118+5.8% | $5,919-26.4% | $2,523+72.6% |
| Participant deferral / active EE | $4,039 | $6,731-40.0% | $7,714-47.6% | $4,231-4.5% |
| Admin fee / account holder | $90 | $90+0.5% | $12,431-99.3% | $114-20.7% |