Filed January 16, 2026 (most recent of 3 filings on file)
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,524 | $86,580+63.5% | $146,665-3.5% | $101,517+39.4% |
| Participation rate | 91.3% | 80.7%+10.5pp | 80.1%+11.2pp | 74.6%+16.7pp |
| Annual return | 14.83% | 30.94%-16.1pp | 22.74%-7.9pp | 21.00%-6.2pp |
| Employer contribution / active EE | $2,563 | $2,512+2.0% | $4,136-38.0% | $2,973-13.8% |
| Participant deferral / active EE | $5,854 | $4,413+32.7% | $5,506+6.3% | $4,873+20.1% |
| Admin fee / account holder | -$58 | $71-181.1% | $10,280-100.6% | $139-141.6% |