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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 | $37,353 | $95,406-60.8% | $185,849-79.9% | $85,847-56.5% |
| Participation rate | 71.2% | 68.8%+2.5pp | 81.7%-10.5pp | 69.3%+1.9pp |
| Annual return | 15.50% | 23.59%-8.1pp | 122.10%-106.6pp | 318.61%-303.1pp |
| Employer contribution / active EE | $1,307 | $3,314-60.5% | $5,169-74.7% | $2,565-49.0% |
| Participant deferral / active EE | $2,057 | $3,424-39.9% | $5,569-63.1% | $3,952-47.9% |
| Admin fee / account holder | $0 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |