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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,570 | $64,705+30.7% | $62,929+34.4% | $67,986+24.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 11.34% | 20.31%-9.0pp | 1063.93%-1052.6pp | 31.67%-20.3pp |
| Employer contribution / active EE | $1,552 | $2,376-34.7% | $2,505-38.0% | $2,019-23.1% |
| Participant deferral / active EE | $1,610 | $3,198-49.7% | $3,888-58.6% | $3,358-52.1% |
| Admin fee / account holder | $102 | $1,428-92.9% | $5,065-98.0% | $3,203-96.8% |