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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 | $58,311+76.4% | $81,882+25.6% | $80,959+27.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 75.19% | 41.85%+33.3pp | 779.47%-704.3pp | 35.67%+39.5pp |
| Employer contribution / active EE | $5,032 | $2,347+114.4% | $2,916+72.6% | $2,757+82.5% |
| Participant deferral / active EE | $3,076 | $3,287-6.4% | $4,323-28.9% | $4,300-28.5% |
| Admin fee / account holder | $75 | $4,752-98.4% | $7,360-99.0% | $6,925-98.9% |