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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 | $32,383 | $55,470-41.6% | $155,556-79.2% | $74,478-56.5% |
| Participation rate | 93.2% | 61.9%+31.3pp | 78.2%+15.0pp | 67.2%+26.0pp |
| Annual return | 13.17% | 269.80%-256.6pp | 64.84%-51.7pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $2,415 | $2,267+6.5% | $4,675-48.3% | $2,626-8.0% |
| Participant deferral / active EE | $3,657 | $2,838+28.9% | $5,631-35.0% | $4,350-15.9% |
| Admin fee / account holder | $2 | $1,744-99.9% | $15,885-100.0% | $1,946-99.9% |