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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 | $122,128-64.6% | $147,117-70.6% | $200,096-78.4% |
| Participation rate | 96.8% | 78.2%+18.6pp | 82.2%+14.6pp | 72.0%+24.8pp |
| Annual return | 15.81% | 30.58%-14.8pp | 420.54%-404.7pp | 34.26%-18.5pp |
| Employer contribution / active EE | $1,918 | $4,093-53.1% | $4,932-61.1% | $3,038-36.9% |
| Participant deferral / active EE | $4,505 | $8,484-46.9% | $8,065-44.1% | $5,090-11.5% |
| Admin fee / account holder | $43 | $180-76.3% | $12,993-99.7% | $269-84.2% |