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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 | $98,380 | $60,989+61.3% | $60,899+61.5% | $66,930+47.0% |
| Participation rate | 95.6% | 74.5%+21.1pp | 73.1%+22.4pp | 69.8%+25.7pp |
| Annual return | -11.04% | -9.60%-1.4pp | 16.92%-28.0pp | 1.57%-12.6pp |
| Employer contribution / active EE | $2,173 | $2,661-18.3% | $2,702-19.6% | $2,545-14.6% |
| Participant deferral / active EE | $4,328 | $3,615+19.7% | $3,817+13.4% | $4,238+2.1% |
| Admin fee / account holder | $4 | $338-99.0% | $3,225-99.9% | $593-99.4% |