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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 | $102,866 | $58,234+76.6% | $81,783+25.8% | $80,874+27.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 75.19% | 41.70%+33.5pp | 775.05%-699.9pp | 35.62%+39.6pp |
| Employer contribution / active EE | $5,032 | $2,341+114.9% | $2,913+72.8% | $2,756+82.6% |
| Participant deferral / active EE | $3,076 | $3,283-6.3% | $4,320-28.8% | $4,297-28.4% |
| Admin fee / account holder | $75 | $4,982-98.5% | $7,380-99.0% | $6,935-98.9% |