Filed October 2, 2025
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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 | $131,921 | $45,152+192.2% | $73,836+78.7% | $59,633+121.2% |
| Participation rate | 99.0% | 64.0%+35.0pp | 73.4%+25.5pp | 68.7%+30.3pp |
| Annual return | -0.16% | 27.40%-27.6pp | 2268.06%-2268.2pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $6,591 | $1,901+246.7% | $2,787+136.4% | $2,203+199.2% |
| Participant deferral / active EE | $6,924 | $2,573+169.1% | $3,583+93.3% | $3,192+116.9% |
| Admin fee / account holder | $4 | $3,515-99.9% | $4,882-99.9% | $4,297-99.9% |