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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 | $69,745+158.9% | $67,511+167.5% | $74,546+142.2% |
| Participation rate | 94.8% | 71.3%+23.5pp | 72.9%+21.9pp | 67.2%+27.6pp |
| Annual return | 13.52% | -40.37%+53.9pp | 3517.41%-3503.9pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $4,545 | $2,705+68.0% | $2,733+66.3% | $2,624+73.2% |
| Participant deferral / active EE | $6,827 | $3,636+87.8% | $4,000+70.7% | $4,347+57.0% |
| Admin fee / account holder | $0 | $894-100.0% | $3,999-100.0% | $1,944-100.0% |