Filed October 2, 2025
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Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,643 | $54,370+263.5% | $82,763+138.8% | $68,490+188.6% |
| Participation rate | 99.0% | 63.9%+35.0pp | 72.6%+26.4pp | 67.9%+31.1pp |
| Annual return | -17.51% | -13.67%-3.8pp | 702.45%-720.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $8,114 | $2,219+265.6% | $3,008+169.7% | $2,597+212.5% |
| Participant deferral / active EE | $8,173 | $3,247+151.7% | $4,395+85.9% | $4,028+102.9% |
| Admin fee / account holder | $20 | $4,398-99.6% | $5,325-99.6% | $5,403-99.6% |