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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 | $92,876 | $65,582+41.6% | $64,099+44.9% | $71,495+29.9% |
| Participation rate | 99.2% | 73.2%+26.0pp | 72.3%+26.9pp | 67.9%+31.3pp |
| Annual return | 13.09% | 18.96%-5.9pp | 33.70%-20.6pp | 28.85%-15.8pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,748-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,905 | $3,628+7.6% | $3,881+0.6% | $4,291-9.0% |
| Admin fee / account holder | $260 | $616-57.8% | $3,070-91.5% | $1,588-83.6% |