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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 | $32,945 | $45,343-27.3% | $150,298-78.1% | $67,986-51.5% |
| Participation rate | 94.0% | 51.9%+42.2pp | 77.8%+16.3pp | 57.2%+36.8pp |
| Annual return | 13.88% | 33.28%-19.4pp | 62.79%-48.9pp | 31.67%-17.8pp |
| Employer contribution / active EE | $2,505 | $1,462+71.4% | $4,154-39.7% | $2,019+24.1% |
| Participant deferral / active EE | $4,193 | $2,055+104.1% | $5,453-23.1% | $3,358+24.9% |
| Admin fee / account holder | $2 | $2,250-99.9% | $14,116-100.0% | $3,203-99.9% |