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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 | $86,431 | $69,708+24.0% | $67,560+27.9% | $74,478+16.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 18.57% | -40.67%+59.2pp | 3533.50%-3514.9pp | 1370.56%-1352.0pp |
| Employer contribution / active EE | $1,538 | $2,715-43.3% | $2,737-43.8% | $2,626-41.4% |
| Participant deferral / active EE | $1,361 | $3,637-62.6% | $4,004-66.0% | $4,350-68.7% |
| Admin fee / account holder | $98 | $887-88.9% | $3,994-97.5% | $1,946-94.9% |