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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 | $23,460 | $55,437-57.7% | $155,534-84.9% | $74,459-68.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 17.37% | 269.58%-252.2pp | 64.92%-47.5pp | 1369.70%-1352.3pp |
| Employer contribution / active EE | $1,030 | $2,266-54.5% | $4,675-78.0% | $2,626-60.8% |
| Participant deferral / active EE | $2,175 | $2,837-23.4% | $5,630-61.4% | $4,350-50.0% |
| Admin fee / account holder | $41 | $1,742-97.6% | $15,900-99.7% | $1,945-97.9% |