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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 | $101,499+5.5% | $147,005-27.2% | $74,546+43.6% |
| Participation rate | 82.9% | 75.5%+7.3pp | 82.2%+0.7pp | 67.2%+15.6pp |
| Annual return | 15.05% | 8732.34%-8717.3pp | 418.76%-403.7pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $12,360 | $3,811+224.3% | $4,934+150.5% | $2,624+371.0% |
| Participant deferral / active EE | $10,974 | $7,304+50.2% | $8,070+36.0% | $4,347+152.4% |
| Admin fee / account holder | $10 | $1,748-99.4% | $13,006-99.9% | $1,944-99.5% |