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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $368,781 | $239,209+54.2% | $106,554+246.1% | $106,520+246.2% |
| Participation rate | 98.4% | 89.6%+8.9pp | 76.1%+22.3pp | 71.3%+27.1pp |
| Annual return | 16.54% | 17.49%-0.9pp | 26.80%-10.3pp | 19.28%-2.7pp |
| Employer contribution / active EE | $19,227 | $6,641+189.5% | $2,819+582.0% | $2,840+576.9% |
| Participant deferral / active EE | $18,940 | $9,673+95.8% | $4,398+330.6% | $4,948+282.8% |
| Admin fee / account holder | $0 | $95-100.0% | $7,408-100.0% | $75-100.0% |