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 | $76,314 |
HORAN SECURITIES INC8+ years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $38,072 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,232 | $92,971-64.3% | $96,683-65.6% | $74,419-55.3% |
| Participation rate | 93.8% | 71.5%+22.3pp | 74.3%+19.5pp | 70.7%+23.1pp |
| Annual return | 24.94% | 37.49%-12.5pp | 35.69%-10.8pp | 34.38%-9.4pp |
| Employer contribution / active EE | $1,586 | $3,426-53.7% | $3,737-57.5% | $2,637-39.8% |
| Participant deferral / active EE | $4,836 | $3,970+21.8% | $4,878-0.9% | $4,528+6.8% |
| Admin fee / account holder | $196 | $633-69.0% | $6,730-97.1% | $348-43.6% |