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 | $80,748-29.7% | $102,383-44.6% | $74,429-23.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 11.48% | 27.57%-16.1pp | 24.94%-13.5pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $982 | $3,159-68.9% | $3,870-74.6% | $2,625-62.6% |
| Participant deferral / active EE | $7,192 | $3,861+86.3% | $5,060+42.1% | $4,348+65.4% |
| Admin fee / account holder | $36 | $2,371-98.5% | $8,391-99.6% | $1,944-98.1% |