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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 | $103,279 | $46,599+121.6% | $64,101+61.1% | $75,173+37.4% |
| Participation rate | 97.9% | 65.9%+32.0pp | 72.3%+25.6pp | 67.2%+30.7pp |
| Annual return | 13.11% | 26.06%-12.9pp | 33.72%-20.6pp | 160.72%-147.6pp |
| Employer contribution / active EE | $3,775 | $1,975+91.1% | $2,749+37.4% | $2,671+41.4% |
| Participant deferral / active EE | $3,646 | $2,837+28.5% | $3,881-6.0% | $4,126-11.6% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |