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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 | $95,141 | $65,434+45.4% | $98,483-3.4% | $85,847+10.8% |
| Participation rate | 74.4% | 65.0%+9.4pp | 73.3%+1.0pp | 69.3%+5.1pp |
| Annual return | 14.81% | 21.75%-6.9pp | 1494.38%-1479.6pp | 318.61%-303.8pp |
| Employer contribution / active EE | $5,454 | $2,169+151.4% | $2,961+84.2% | $2,565+112.6% |
| Participant deferral / active EE | $2,655 | $3,168-16.2% | $4,276-37.9% | $3,952-32.8% |
| Admin fee / account holder | $0 | $4,595-100.0% | $5,953-100.0% | $6,261-100.0% |