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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 | $21,693 | $45,343-52.2% | $150,298-85.6% | $67,986-68.1% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 16.55% | 33.28%-16.7pp | 62.79%-46.2pp | 31.67%-15.1pp |
| Employer contribution / active EE | $913 | $1,462-37.5% | $4,154-78.0% | $2,019-54.8% |
| Participant deferral / active EE | $1,896 | $2,055-7.7% | $5,453-65.2% | $3,358-43.5% |
| Admin fee / account holder | $113 | $2,250-95.0% | $14,116-99.2% | $3,203-96.5% |