Filed September 23, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $135,074 | $81,321+66.1% | $68,509+97.2% | $59,188+128.2% |
| Participation rate | 94.9% | 83.8%+11.0pp | 74.7%+20.1pp | 69.4%+25.5pp |
| Annual return | 0.65% | 4.65%-4.0pp | 8.27%-7.6pp | 5.51%-4.9pp |
| Employer contribution / active EE | $5,393 | $3,297+63.6% | $2,278+136.7% | $2,098+157.0% |
| Participant deferral / active EE | $6,577 | $4,592+43.2% | $3,382+94.4% | $3,265+101.5% |
| Admin fee / account holder | -$60 | $62-196.5% | $5,275-101.1% | $92-164.6% |