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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 | $68,199 | $60,989+11.8% | $60,899+12.0% | $66,930+1.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -13.50% | -9.60%-3.9pp | 16.92%-30.4pp | 1.57%-15.1pp |
| Employer contribution / active EE | $1,491 | $2,661-44.0% | $2,702-44.8% | $2,545-41.4% |
| Participant deferral / active EE | $1,641 | $3,615-54.6% | $3,817-57.0% | $4,238-61.3% |
| Admin fee / account holder | $95 | $338-71.8% | $3,225-97.0% | $593-83.9% |