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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 | $42,895 | $60,989-29.7% | $60,888-29.6% | $66,923-35.9% |
| Participation rate | 86.4% | 74.5%+11.9pp | 73.1%+13.3pp | 69.8%+16.6pp |
| Annual return | -10.76% | -9.60%-1.2pp | 16.91%-27.7pp | 1.58%-12.3pp |
| Employer contribution / active EE | $15,604 | $2,661+486.5% | $2,702+477.5% | $2,545+513.2% |
| Participant deferral / active EE | $2,759 | $3,615-23.7% | $3,817-27.7% | $4,237-34.9% |
| Admin fee / account holder | $117 | $338-65.4% | $3,225-96.4% | $593-80.3% |