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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 | $55,446-41.6% | $155,574-79.2% | $74,429-56.5% |
| Participation rate | 93.2% | 61.9%+31.3pp | 78.2%+15.0pp | 67.2%+26.0pp |
| Annual return | 13.17% | 269.20%-256.0pp | 64.87%-51.7pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $2,415 | $2,266+6.6% | $4,676-48.4% | $2,625-8.0% |
| Participant deferral / active EE | $3,657 | $2,836+29.0% | $5,629-35.0% | $4,348-15.9% |
| Admin fee / account holder | $2 | $1,743-99.9% | $15,914-100.0% | $1,944-99.9% |