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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 | $86,391 | $54,558+58.3% | $76,002+13.7% | $74,546+15.9% |
| Participation rate | 70.3% | 60.3%+10.0pp | 69.1%+1.2pp | 67.2%+3.1pp |
| Annual return | 14.34% | 31.83%-17.5pp | 360.07%-345.7pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $2,180 | $1,778+22.6% | $2,688-18.9% | $2,624-16.9% |
| Participant deferral / active EE | $4,237 | $3,065+38.2% | $4,257-0.5% | $4,347-2.5% |
| Admin fee / account holder | $10 | $2,232-99.6% | $6,414-99.8% | $1,944-99.5% |