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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 | $48,327+8.3% | $67,575-22.6% | $80,935-35.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.61% | 18.31%-3.7pp | 3528.98%-3514.4pp | 35.66%-21.0pp |
| Employer contribution / active EE | $2,215 | $2,022+9.5% | $2,736-19.0% | $2,757-19.7% |
| Participant deferral / active EE | $2,215 | $2,927-24.3% | $4,003-44.7% | $4,299-48.5% |
| Admin fee / account holder | $0 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |