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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,444 | $60,776+29.1% | $85,693-8.5% | $79,393-1.2% |
| Participation rate | 73.9% | 62.1%+11.8pp | 69.9%+4.1pp | 70.7%+3.2pp |
| Annual return | 13.80% | 16.57%-2.8pp | 21.49%-7.7pp | 116.87%-103.1pp |
| Employer contribution / active EE | $2,034 | $1,663+22.3% | $2,618-22.3% | $2,428-16.2% |
| Participant deferral / active EE | $4,633 | $2,919+58.8% | $3,923+18.1% | $4,046+14.5% |
| Admin fee / account holder | $6 | $438-98.6% | $6,874-99.9% | $627-99.0% |