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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 | $57,184 | $60,989-6.2% | $60,919-6.1% | $66,949-14.6% |
| Participation rate | 84.1% | 74.5%+9.6pp | 73.1%+11.0pp | 69.8%+14.3pp |
| Annual return | -12.08% | -9.60%-2.5pp | 16.96%-29.0pp | 1.57%-13.7pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,704-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,540 | $3,615-29.7% | $3,814-33.4% | $4,239-40.1% |
| Admin fee / account holder | $24 | $338-92.9% | $3,228-99.3% | $594-95.9% |