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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 | $27,573 | $46,332-40.5% | $143,799-80.8% | $64,819-57.5% |
| Participation rate | 95.3% | 64.2%+31.0pp | 80.3%+14.9pp | 71.5%+23.8pp |
| Annual return | -15.88% | -10.05%-5.8pp | -0.04%-15.8pp | 32.84%-48.7pp |
| Employer contribution / active EE | $1,585 | $1,911-17.1% | $4,952-68.0% | $2,507-36.8% |
| Participant deferral / active EE | $2,391 | $2,647-9.7% | $5,638-57.6% | $4,311-44.5% |
| Admin fee / account holder | $0 | $154-100.0% | $14,677-100.0% | $188-100.0% |