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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 | $91,411 | $67,594+35.2% | $77,361+18.2% | $69,733+31.1% |
| Participation rate | 82.3% | 71.7%+10.6pp | 75.0%+7.3pp | 62.5%+19.8pp |
| Annual return | 11.59% | 19.20%-7.6pp | 1011.54%-999.9pp | 15.22%-3.6pp |
| Employer contribution / active EE | $4,297 | $2,649+62.2% | $2,990+43.7% | $2,250+90.9% |
| Participant deferral / active EE | $2,900 | $3,401-14.7% | $3,911-25.8% | $3,054-5.0% |
| Admin fee / account holder | $172 | $1,159-85.1% | $5,894-97.1% | $3,102-94.4% |