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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 | $43,204 | $122,219-64.7% | $147,096-70.6% | $199,921-78.4% |
| Participation rate | 96.8% | 78.3%+18.5pp | 82.2%+14.6pp | 72.0%+24.8pp |
| Annual return | 15.81% | 30.59%-14.8pp | 419.75%-403.9pp | 34.28%-18.5pp |
| Employer contribution / active EE | $1,918 | $4,096-53.2% | $4,936-61.2% | $3,035-36.8% |
| Participant deferral / active EE | $4,505 | $8,503-47.0% | $8,071-44.2% | $5,089-11.5% |
| Admin fee / account holder | $43 | $179-76.2% | $13,005-99.7% | $269-84.2% |