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 | $123,019 |
HORAN SECURITIES INC4 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $6,000 |
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 | $69,532 | $112,686-38.3% | $170,057-59.1% | $80,169-13.3% |
| Participation rate | 99.6% | 87.4%+12.3pp | 87.0%+12.6pp | 72.9%+26.7pp |
| Annual return | 21.07% | 67.04%-46.0pp | 53.42%-32.3pp | 40.39%-19.3pp |
| Employer contribution / active EE | $4,957 | $4,481+10.6% | $6,790-27.0% | $2,978+66.4% |
| Participant deferral / active EE | $4,964 | $7,876-37.0% | $10,411-52.3% | $5,016-1.0% |
| Admin fee / account holder | $81 | $99-18.6% | $12,826-99.4% | $145-44.3% |