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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 | $73,395 | $60,989+20.3% | $60,899+20.5% | $66,930+9.7% |
| Participation rate | 96.3% | 74.5%+21.8pp | 73.1%+23.2pp | 69.8%+26.4pp |
| Annual return | -11.62% | -9.60%-2.0pp | 16.92%-28.5pp | 1.57%-13.2pp |
| Employer contribution / active EE | $2,424 | $2,661-8.9% | $2,702-10.3% | $2,545-4.8% |
| Participant deferral / active EE | $1,891 | $3,615-47.7% | $3,817-50.5% | $4,238-55.4% |
| Admin fee / account holder | $23 | $338-93.2% | $3,225-99.3% | $593-96.1% |