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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 | $155,185 | $79,223+95.9% | $102,460+51.5% | $74,478+108.4% |
| Participation rate | 82.4% | 74.8%+7.6pp | 76.5%+5.9pp | 67.2%+15.2pp |
| Annual return | 14.77% | 54.98%-40.2pp | 29.47%-14.7pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $1,981 | $2,363-16.2% | $3,025-34.5% | $2,626-24.6% |
| Participant deferral / active EE | $7,788 | $4,417+76.3% | $5,056+54.0% | $4,350+79.0% |
| Admin fee / account holder | $21 | $2,003-98.9% | $9,460-99.8% | $1,946-98.9% |