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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 | $54,902 | $64,176-14.5% | $112,263-51.1% | $66,949-18.0% |
| Participation rate | 73.8% | 68.4%+5.4pp | 75.1%-1.3pp | 69.8%+4.0pp |
| Annual return | -16.84% | -13.80%-3.0pp | 27.49%-44.3pp | 1.57%-18.4pp |
| Employer contribution / active EE | $1,996 | $3,007-33.6% | $3,636-45.1% | $2,545-21.6% |
| Participant deferral / active EE | $2,683 | $3,694-27.4% | $4,729-43.3% | $4,239-36.7% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |