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 | $182,476 | $51,620+253.5% | $90,324+102.0% | $65,186+179.9% |
| Participation rate | 98.2% | 68.6%+29.6pp | 73.3%+25.0pp | 70.2%+28.0pp |
| Annual return | 24.35% | 24.94%-0.6pp | 78.15%-53.8pp | 29.39%-5.0pp |
| Employer contribution / active EE | $7,083 | $2,235+217.0% | $2,856+148.0% | $2,177+225.4% |
| Participant deferral / active EE | $7,797 | $2,871+171.6% | $3,885+100.7% | $3,514+121.9% |
| Admin fee / account holder | $4 | $384-99.1% | $5,356-99.9% | $847-99.6% |