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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 | $122,259-64.7% | $147,005-70.6% | $199,768-78.4% |
| Participation rate | 96.8% | 78.3%+18.5pp | 82.2%+14.6pp | 72.0%+24.8pp |
| Annual return | 15.81% | 30.58%-14.8pp | 418.76%-403.0pp | 34.26%-18.5pp |
| Employer contribution / active EE | $1,918 | $4,097-53.2% | $4,934-61.1% | $3,037-36.9% |
| Participant deferral / active EE | $4,505 | $8,504-47.0% | $8,070-44.2% | $5,090-11.5% |
| Admin fee / account holder | $43 | $179-76.2% | $13,006-99.7% | $269-84.2% |