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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 | $101,672+5.3% | $147,117-27.2% | $74,478+43.7% |
| Participation rate | 82.9% | 75.5%+7.3pp | 82.2%+0.7pp | 67.2%+15.6pp |
| Annual return | 15.05% | 8757.83%-8742.8pp | 420.54%-405.5pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $12,360 | $3,813+224.1% | $4,932+150.6% | $2,626+370.6% |
| Participant deferral / active EE | $10,974 | $7,305+50.2% | $8,065+36.1% | $4,350+152.3% |
| Admin fee / account holder | $10 | $1,753-99.4% | $12,993-99.9% | $1,946-99.5% |