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 | $38,548 | $64,176-39.9% | $112,263-65.7% | $66,949-42.4% |
| Participation rate | 95.6% | 68.4%+27.1pp | 75.1%+20.5pp | 69.8%+25.8pp |
| Annual return | -13.96% | -13.80%-0.2pp | 27.49%-41.4pp | 1.57%-15.5pp |
| Employer contribution / active EE | $866 | $3,007-71.2% | $3,636-76.2% | $2,545-66.0% |
| Participant deferral / active EE | $6,271 | $3,694+69.8% | $4,729+32.6% | $4,239+47.9% |
| Admin fee / account holder | $43 | $626-93.1% | $6,410-99.3% | $594-92.8% |