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 | $130,092 |
HORAN SECURITIES INC3 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $24,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $58,579 | $95,918-38.9% | $151,645-61.4% | $77,906-24.8% |
| Participation rate | 99.9% | 88.7%+11.2pp | 87.5%+12.4pp | 73.7%+26.2pp |
| Annual return | -16.67% | -5.50%-11.2pp | 3.34%-20.0pp | 12.16%-28.8pp |
| Employer contribution / active EE | $4,690 | $4,330+8.3% | $6,165-23.9% | $2,846+64.8% |
| Participant deferral / active EE | $4,719 | $7,508-37.2% | $8,363-43.6% | $4,805-1.8% |
| Admin fee / account holder | $102 | $93+9.1% | $11,614-99.1% | $133-23.2% |