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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 | $152,021 | $76,107+99.7% | $96,576+57.4% | $71,495+112.6% |
| Participation rate | 88.6% | 74.4%+14.2pp | 76.0%+12.6pp | 67.9%+20.6pp |
| Annual return | 28.88% | 22.81%+6.1pp | 25.87%+3.0pp | 28.85%0pp |
| Employer contribution / active EE | $7,070 | $2,247+214.6% | $2,965+138.5% | $2,589+173.0% |
| Participant deferral / active EE | $18,317 | $4,218+334.2% | $4,851+277.6% | $4,291+326.9% |
| Admin fee / account holder | -$70 | $2,708-102.6% | $8,253-100.8% | $1,588-104.4% |