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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 | $40,895 | $91,439-55.3% | $135,974-69.9% | $71,511-42.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 28.71% | 29.90%-1.2pp | 68.30%-39.6pp | 28.86%-0.1pp |
| Employer contribution / active EE | $4,032 | $3,705+8.8% | $4,859-17.0% | $2,589+55.7% |
| Participant deferral / active EE | $7,713 | $7,093+8.7% | $7,760-0.6% | $4,291+79.8% |
| Admin fee / account holder | $78 | $1,267-93.9% | $10,767-99.3% | $1,588-95.1% |