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 | $47,554 | $76,696-38.0% | $96,538-50.7% | $71,529-33.5% |
| Participation rate | 96.1% | 66.6%+29.5pp | 74.3%+21.7pp | 67.9%+28.1pp |
| Annual return | 17.83% | 48.32%-30.5pp | 35.74%-17.9pp | 28.97%-11.1pp |
| Employer contribution / active EE | $939 | $3,032-69.0% | $3,740-74.9% | $2,590-63.7% |
| Participant deferral / active EE | $6,875 | $3,770+82.4% | $4,880+40.9% | $4,291+60.2% |
| Admin fee / account holder | $32 | $2,030-98.4% | $6,737-99.5% | $1,588-98.0% |