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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 | $80,731-53.8% | $103,374-63.9% | $74,546-50.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.37% | 27.56%-15.2pp | 24.89%-12.5pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $12,222 | $3,158+287.0% | $3,869+215.9% | $2,624+365.7% |
| Participant deferral / active EE | $2,010 | $3,860-47.9% | $5,058-60.3% | $4,347-53.8% |
| Admin fee / account holder | $28 | $2,369-98.8% | $8,394-99.7% | $1,944-98.6% |