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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 | $52,324 | $48,284+8.4% | $67,524-22.5% | $80,911-35.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.61% | 18.27%-3.7pp | 3519.41%-3504.8pp | 35.63%-21.0pp |
| Employer contribution / active EE | $2,215 | $2,021+9.6% | $2,734-19.0% | $2,756-19.6% |
| Participant deferral / active EE | $2,215 | $2,927-24.3% | $4,001-44.7% | $4,297-48.5% |
| Admin fee / account holder | $0 | $3,688-100.0% | $4,001-100.0% | $6,935-100.0% |