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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 | $57,047 | $65,582-13.0% | $64,101-11.0% | $71,511-20.2% |
| Participation rate | 75.2% | 73.2%+2.0pp | 72.3%+2.9pp | 67.9%+7.3pp |
| Annual return | 16.00% | 18.96%-3.0pp | 33.72%-17.7pp | 28.86%-12.9pp |
| Employer contribution / active EE | $2,335 | $2,671-12.6% | $2,749-15.1% | $2,589-9.8% |
| Participant deferral / active EE | $4,365 | $3,628+20.3% | $3,881+12.5% | $4,291+1.7% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |