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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 | $100,268 | $106,247-5.6% | $147,096-31.8% | $77,714+29.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 14.45% | 56.87%-42.4pp | 419.75%-405.3pp | 31.26%-16.8pp |
| Employer contribution / active EE | $3,097 | $4,069-23.9% | $4,936-37.3% | $2,727+13.6% |
| Participant deferral / active EE | $6,984 | $7,996-12.7% | $8,071-13.5% | $4,649+50.2% |
| Admin fee / account holder | $130 | $338-61.7% | $13,005-99.0% | $433-70.1% |