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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,779 | $90,410+83.4% | $91,004+82.2% | $77,958+112.7% |
| Participation rate | 95.5% | 86.4%+9.1pp | 75.6%+19.9pp | 71.6%+23.9pp |
| Annual return | 18.42% | 21.34%-2.9pp | 4.60%+13.8pp | 20.87%-2.4pp |
| Employer contribution / active EE | $4,986 | $3,392+47.0% | $2,456+103.0% | $2,310+115.8% |
| Participant deferral / active EE | $7,180 | $4,816+49.1% | $3,548+102.4% | $3,537+103.0% |
| Admin fee / account holder | -$67 | $79-185.2% | $5,417-101.2% | $97-169.0% |