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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 | $20,783 | $65,557-68.3% | $64,085-67.6% | $71,476-70.9% |
| Participation rate | 70.5% | 73.2%-2.7pp | 72.3%-1.8pp | 67.9%+2.5pp |
| Annual return | 21.91% | 18.94%+3.0pp | 33.69%-11.8pp | 28.85%-6.9pp |
| Employer contribution / active EE | $1,600 | $2,669-40.1% | $2,747-41.8% | $2,589-38.2% |
| Participant deferral / active EE | $2,064 | $3,626-43.1% | $3,881-46.8% | $4,290-51.9% |
| Admin fee / account holder | $0 | $616-100.0% | $3,069-100.0% | $1,587-100.0% |