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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 | $64,705+41.3% | $62,929+45.3% | $67,986+34.5% |
| Participation rate | 82.3% | 65.6%+16.7pp | 73.1%+9.2pp | 57.2%+25.1pp |
| Annual return | 11.59% | 20.31%-8.7pp | 1063.93%-1052.3pp | 31.67%-20.1pp |
| Employer contribution / active EE | $4,297 | $2,376+80.9% | $2,505+71.6% | $2,019+112.8% |
| Participant deferral / active EE | $2,900 | $3,198-9.3% | $3,888-25.4% | $3,358-13.6% |
| Admin fee / account holder | $172 | $1,428-87.9% | $5,065-96.6% | $3,203-94.6% |