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 | $390,940 | $225,491+73.4% | $98,462+297.0% | $96,393+305.6% |
| Participation rate | 98.3% | 87.3%+10.9pp | 75.2%+23.1pp | 71.3%+27.0pp |
| Annual return | 17.83% | 19.53%-1.7pp | 21.20%-3.4pp | 22.88%-5.1pp |
| Employer contribution / active EE | $24,224 | $8,386+188.8% | $3,049+694.5% | $3,239+648.0% |
| Participant deferral / active EE | $22,448 | $10,872+106.5% | $4,738+373.7% | $5,455+311.5% |
| Admin fee / account holder | $0 | $87-100.0% | $8,875-100.0% | $74-100.0% |