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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 | $79,181+96.0% | $102,423+51.5% | $74,429+108.5% |
| Participation rate | 82.4% | 74.8%+7.6pp | 76.5%+5.9pp | 67.2%+15.2pp |
| Annual return | 14.77% | 54.97%-40.2pp | 29.42%-14.7pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $1,981 | $2,362-16.1% | $3,023-34.5% | $2,625-24.5% |
| Participant deferral / active EE | $7,788 | $4,416+76.4% | $5,054+54.1% | $4,348+79.1% |
| Admin fee / account holder | $21 | $2,002-98.9% | $9,455-99.8% | $1,944-98.9% |