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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 | $21,633 | $91,198-76.3% | $178,503-87.9% | $79,856-72.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.87% | 24.20%-7.3pp | 151.12%-134.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $3,507 | $3,257+7.7% | $5,011-30.0% | $2,471+41.9% |
| Participant deferral / active EE | $2,716 | $3,237-16.1% | $5,202-47.8% | $3,741-27.4% |
| Admin fee / account holder | $31 | $6,748-99.5% | $13,987-99.8% | $5,306-99.4% |