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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 | $80,618 | $48,277+67.0% | $67,511+19.4% | $80,874-0.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 16.54% | 18.27%-1.7pp | 3517.41%-3500.9pp | 35.62%-19.1pp |
| Employer contribution / active EE | $12,219 | $2,021+504.5% | $2,733+347.2% | $2,756+343.4% |
| Participant deferral / active EE | $9,999 | $2,926+241.7% | $4,000+149.9% | $4,297+132.7% |
| Admin fee / account holder | $9 | $3,687-99.8% | $3,999-99.8% | $6,935-99.9% |