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Plan reported corrective distributions (failed ADP/ACP testing).
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 | $124,259 | $100,033+24.2% | $149,716-17.0% | $70,124+77.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 18.43% | 27.43%-9.0pp | 1501.67%-1483.2pp | 73.14%-54.7pp |
| Employer contribution / active EE | $7,262 | $3,661+98.4% | $5,444+33.4% | $2,342+210.0% |
| Participant deferral / active EE | $11,305 | $4,982+126.9% | $6,568+72.1% | $3,332+239.3% |
| Admin fee / account holder | $3 | $8,285-100.0% | $11,282-100.0% | $4,645-99.9% |