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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 | $36,874 | $60,989-39.5% | $60,919-39.5% | $66,949-44.9% |
| Participation rate | 71.3% | 74.5%-3.2pp | 73.1%-1.8pp | 69.8%+1.5pp |
| Annual return | -14.18% | -9.60%-4.6pp | 16.96%-31.1pp | 1.57%-15.7pp |
| Employer contribution / active EE | $2,697 | $2,661+1.4% | $2,704-0.2% | $2,545+6.0% |
| Participant deferral / active EE | $3,991 | $3,615+10.4% | $3,814+4.6% | $4,239-5.9% |
| Admin fee / account holder | $0 | $338-100.0% | $3,228-100.0% | $594-100.0% |