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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 | $48,327+66.8% | $67,575+19.3% | $80,935-0.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 16.54% | 18.31%-1.8pp | 3528.98%-3512.4pp | 35.66%-19.1pp |
| Employer contribution / active EE | $12,219 | $2,022+504.2% | $2,736+346.7% | $2,757+343.2% |
| Participant deferral / active EE | $9,999 | $2,927+241.6% | $4,003+149.8% | $4,299+132.6% |
| Admin fee / account holder | $9 | $3,692-99.8% | $3,993-99.8% | $6,924-99.9% |