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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 | $23,347 | $45,123-48.3% | $85,240-72.6% | $74,478-68.7% |
| Participation rate | 95.7% | 49.4%+46.4pp | 67.5%+28.2pp | 67.2%+28.5pp |
| Annual return | 15.33% | 26.32%-11.0pp | 66.75%-51.4pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $2,717 | $1,459+86.3% | $2,735-0.7% | $2,626+3.5% |
| Participant deferral / active EE | $5,577 | $2,736+103.8% | $4,527+23.2% | $4,350+28.2% |
| Admin fee / account holder | $16 | $2,215-99.3% | $6,165-99.7% | $1,946-99.2% |