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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 | $115,853 | $65,084+78.0% | $67,681+71.2% | $64,340+80.1% |
| Participation rate | 98.7% | 66.7%+31.9pp | 73.7%+24.9pp | 55.2%+43.4pp |
| Annual return | 11.09% | 20.50%-9.4pp | 590.58%-579.5pp | 24.14%-13.1pp |
| Employer contribution / active EE | $3,384 | $2,398+41.1% | $2,678+26.3% | $1,862+81.8% |
| Participant deferral / active EE | $4,749 | $3,210+47.9% | $3,976+19.4% | $2,980+59.3% |
| Admin fee / account holder | $191 | $1,415-86.5% | $6,100-96.9% | $3,703-94.9% |