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 | $132,212 | $43,423+204.5% | $78,676+68.0% | $55,167+139.7% |
| Participation rate | 92.9% | 68.0%+24.8pp | 73.6%+19.3pp | 69.0%+23.9pp |
| Annual return | 7.03% | 11.53%-4.5pp | 62.19%-55.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $6,343 | $1,997+217.7% | $2,850+122.6% | $1,963+223.2% |
| Participant deferral / active EE | $6,532 | $2,509+160.4% | $3,517+85.7% | $3,054+113.9% |
| Admin fee / account holder | $4 | $416-99.1% | $4,510-99.9% | $504-99.3% |