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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 | $140,443 | $55,446+153.3% | $155,574-9.7% | $74,429+88.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.49% | 269.20%-256.7pp | 64.87%-52.4pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $6,032 | $2,266+166.2% | $4,676+29.0% | $2,625+129.8% |
| Participant deferral / active EE | $4,126 | $2,836+45.5% | $5,629-26.7% | $4,348-5.1% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,914-100.0% | $1,944-100.0% |