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 | $25,183 |
HORAN SECURITIES INC4+ years Service code 55 · EIN 31-1448612 | Other Commissions | $19,687 |
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 | $17,710 | $66,601-73.4% | $92,909-80.9% | $67,579-73.8% |
| Participation rate | 89.7% | 72.5%+17.2pp | 76.0%+13.7pp | 71.3%+18.5pp |
| Annual return | 23.78% | 92.58%-68.8pp | 109.44%-85.7pp | 378.56%-354.8pp |
| Employer contribution / active EE | $637 | $2,775-77.1% | $3,653-82.6% | $2,148-70.4% |
| Participant deferral / active EE | $2,721 | $3,157-13.8% | $4,238-35.8% | $3,539-23.1% |
| Admin fee / account holder | $47 | $199-76.3% | $5,795-99.2% | $142-66.9% |