Filed March 5, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,257 |
HORAN SECURITIES INC1+ years Service code 55 · EIN 31-1448612 | Other Commissions | $9,550 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,870 | $57,921-77.8% | $84,753-84.8% | $57,658-77.7% |
| Participation rate | 83.1% | 72.9%+10.2pp | 76.6%+6.6pp | 70.2%+12.9pp |
| Annual return | 0.00% | 10.24%-10.2pp | 22.78%-22.8pp | 5.13%-5.1pp |
| Employer contribution / active EE | $540 | $2,598-79.2% | $3,574-84.9% | $1,974-72.6% |
| Participant deferral / active EE | $1,987 | $2,742-27.5% | $3,712-46.5% | $3,061-35.1% |
| Admin fee / account holder | $39 | $130-69.8% | $5,333-99.3% | $95-58.6% |