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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 | $37,297 | $80,781-53.8% | $102,437-63.6% | $74,478-49.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.37% | 27.58%-15.2pp | 24.95%-12.6pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $12,222 | $3,160+286.8% | $3,871+215.8% | $2,626+365.4% |
| Participant deferral / active EE | $2,010 | $3,862-48.0% | $5,060-60.3% | $4,350-53.8% |
| Admin fee / account holder | $28 | $2,372-98.8% | $8,388-99.7% | $1,946-98.6% |