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 | $205,667 | $66,124+211.0% | $90,461+127.4% | $73,497+179.8% |
| Participation rate | 97.2% | 69.7%+27.5pp | 72.7%+24.5pp | 70.7%+26.5pp |
| Annual return | 18.08% | 17.65%+0.4pp | 1294.76%-1276.7pp | 28.51%-10.4pp |
| Employer contribution / active EE | $5,008 | $2,346+113.4% | $3,264+53.4% | $2,270+120.6% |
| Participant deferral / active EE | $7,927 | $3,039+160.8% | $3,964+100.0% | $3,740+112.0% |
| Admin fee / account holder | $22 | $396-94.5% | $5,617-99.6% | $513-95.8% |