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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 | $65,084+29.9% | $67,681+25.0% | $64,340+31.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 11.34% | 20.50%-9.2pp | 590.58%-579.2pp | 24.14%-12.8pp |
| Employer contribution / active EE | $1,552 | $2,398-35.3% | $2,678-42.0% | $1,862-16.6% |
| Participant deferral / active EE | $1,610 | $3,210-49.9% | $3,976-59.5% | $2,980-46.0% |
| Admin fee / account holder | $102 | $1,415-92.8% | $6,100-98.3% | $3,703-97.2% |