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 | $149,460 | $50,637+195.2% | $86,582+72.6% | $62,293+139.9% |
| Participation rate | 97.3% | 67.9%+29.4pp | 73.5%+23.7pp | 69.5%+27.8pp |
| Annual return | 16.72% | 20.80%-4.1pp | 965.08%-948.4pp | 28.90%-12.2pp |
| Employer contribution / active EE | $7,003 | $2,075+237.4% | $2,839+146.6% | $2,042+242.9% |
| Participant deferral / active EE | $6,721 | $2,611+157.4% | $3,609+86.3% | $3,169+112.1% |
| Admin fee / account holder | $3 | $413-99.2% | $4,904-99.9% | $479-99.3% |