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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 | $42,994 | $86,692-50.4% | $119,634-64.1% | $66,949-35.8% |
| Participation rate | 77.4% | 75.6%+1.8pp | 79.3%-1.9pp | 69.8%+7.6pp |
| Annual return | -17.11% | -8.00%-9.1pp | -14.98%-2.1pp | 1.57%-18.7pp |
| Employer contribution / active EE | $2,885 | $2,536+13.8% | $4,232-31.8% | $2,545+13.4% |
| Participant deferral / active EE | $5,232 | $4,360+20.0% | $5,601-6.6% | $4,239+23.4% |
| Admin fee / account holder | $35 | $755-95.4% | $10,329-99.7% | $594-94.1% |