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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 | $107,035 | $101,591+5.4% | $147,096-27.2% | $74,429+43.8% |
| Participation rate | 82.9% | 75.5%+7.3pp | 82.2%+0.7pp | 67.2%+15.6pp |
| Annual return | 15.05% | 8746.45%-8731.4pp | 419.75%-404.7pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $12,360 | $3,813+224.2% | $4,936+150.4% | $2,625+370.9% |
| Participant deferral / active EE | $10,974 | $7,302+50.3% | $8,071+36.0% | $4,348+152.4% |
| Admin fee / account holder | $10 | $1,750-99.4% | $13,005-99.9% | $1,944-99.5% |