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 | $24,584 |
HORAN SECURITIES INC2+ years Service code 55 · EIN 31-1448612 | Other Commissions | $15,425 |
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 | $15,476 | $60,545-74.4% | $92,240-83.2% | $69,631-77.8% |
| Participation rate | 87.7% | 72.2%+15.5pp | 76.5%+11.2pp | 70.7%+17.0pp |
| Annual return | 19.36% | 19.71%-0.4pp | 176.29%-156.9pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $646 | $2,633-75.5% | $3,680-82.4% | $2,032-68.2% |
| Participant deferral / active EE | $2,465 | $2,828-12.8% | $3,897-36.7% | $3,224-23.5% |
| Admin fee / account holder | $52 | $145-64.0% | $5,194-99.0% | $110-52.8% |