Filed May 9, 2025 (most recent of 23 filings on file)
Total covered: 33 employees
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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 | $56,740 | $80,781-29.8% | $102,437-44.6% | $74,478-23.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 11.48% | 27.58%-16.1pp | 24.95%-13.5pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $982 | $3,160-68.9% | $3,871-74.6% | $2,626-62.6% |
| Participant deferral / active EE | $7,192 | $3,862+86.2% | $5,060+42.1% | $4,350+65.3% |
| Admin fee / account holder | $36 | $2,372-98.5% | $8,388-99.6% | $1,946-98.1% |