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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 | $69,708+159.1% | $67,560+167.3% | $74,478+142.5% |
| Participation rate | 94.8% | 71.4%+23.4pp | 72.9%+21.9pp | 67.2%+27.6pp |
| Annual return | 13.52% | -40.67%+54.2pp | 3533.50%-3520.0pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $4,545 | $2,715+67.4% | $2,737+66.1% | $2,626+73.0% |
| Participant deferral / active EE | $6,827 | $3,637+87.7% | $4,004+70.5% | $4,350+56.9% |
| Admin fee / account holder | $0 | $887-100.0% | $3,994-100.0% | $1,946-100.0% |