Filed April 28, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $324,000 | $173,253+87.0% | $80,022+304.9% | $73,367+341.6% |
| Participation rate | 98.6% | 88.8%+9.8pp | 75.8%+22.8pp | 69.5%+29.1pp |
| Annual return | -4.52% | -2.12%-2.4pp | 11.22%-15.7pp | 173.45%-178.0pp |
| Employer contribution / active EE | $21,617 | $6,338+241.0% | $2,468+775.9% | $2,499+765.1% |
| Participant deferral / active EE | $20,938 | $8,893+135.4% | $3,686+468.1% | $4,033+419.2% |
| Admin fee / account holder | $0 | $90-100.0% | $6,521-100.0% | $68-100.0% |