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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 | $24,872 | $60,989-59.2% | $60,899-59.2% | $66,930-62.8% |
| Participation rate | 96.6% | 74.5%+22.2pp | 73.1%+23.5pp | 69.8%+26.8pp |
| Annual return | -8.73% | -9.60%+0.9pp | 16.92%-25.6pp | 1.57%-10.3pp |
| Employer contribution / active EE | $3,350 | $2,661+25.9% | $2,702+24.0% | $2,545+31.6% |
| Participant deferral / active EE | $3,495 | $3,615-3.3% | $3,817-8.4% | $4,238-17.5% |
| Admin fee / account holder | $0 | $338-100.0% | $3,225-100.0% | $593-100.0% |