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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 | $119,496 | $48,337+147.2% | $67,560+76.9% | $80,959+47.6% |
| Participation rate | 98.7% | 66.4%+32.3pp | 72.9%+25.8pp | 67.7%+31.0pp |
| Annual return | 18.11% | 18.26%-0.1pp | 3533.50%-3515.4pp | 35.67%-17.6pp |
| Employer contribution / active EE | $10,839 | $2,023+435.9% | $2,737+296.1% | $2,757+293.1% |
| Participant deferral / active EE | $5,359 | $2,928+83.0% | $4,004+33.8% | $4,300+24.6% |
| Admin fee / account holder | $29 | $3,695-99.2% | $3,994-99.3% | $6,925-99.6% |