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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 | $69,771+158.8% | $67,524+167.4% | $74,400+142.7% |
| Participation rate | 94.8% | 71.4%+23.4pp | 72.9%+21.9pp | 67.2%+27.6pp |
| Annual return | 13.52% | -40.49%+54.0pp | 3519.41%-3505.9pp | 1367.51%-1354.0pp |
| Employer contribution / active EE | $4,545 | $2,710+67.7% | $2,734+66.2% | $2,624+73.2% |
| Participant deferral / active EE | $6,827 | $3,638+87.6% | $4,001+70.6% | $4,348+57.0% |
| Admin fee / account holder | $0 | $889-100.0% | $4,001-100.0% | $1,944-100.0% |