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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 | $180,581 | $69,774+158.8% | $67,561+167.3% | $74,429+142.6% |
| Participation rate | 94.8% | 71.4%+23.4pp | 72.9%+21.9pp | 67.2%+27.6pp |
| Annual return | 13.52% | -40.53%+54.0pp | 3525.44%-3511.9pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $4,545 | $2,710+67.7% | $2,735+66.2% | $2,625+73.1% |
| Participant deferral / active EE | $6,827 | $3,636+87.7% | $4,003+70.5% | $4,348+57.0% |
| Admin fee / account holder | $0 | $890-100.0% | $4,006-100.0% | $1,944-100.0% |