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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 | $54,674+58.0% | $76,089+13.5% | $74,429+16.1% |
| Participation rate | 70.3% | 60.3%+9.9pp | 69.1%+1.2pp | 67.2%+3.1pp |
| Annual return | 14.34% | 31.89%-17.5pp | 360.94%-346.6pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $2,180 | $1,781+22.4% | $2,690-19.0% | $2,625-17.0% |
| Participant deferral / active EE | $4,237 | $3,071+38.0% | $4,259-0.5% | $4,348-2.6% |
| Admin fee / account holder | $10 | $2,238-99.6% | $6,418-99.8% | $1,944-99.5% |