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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 | $67,594+71.4% | $77,361+49.8% | $69,733+66.1% |
| Participation rate | 98.7% | 71.7%+27.0pp | 75.0%+23.7pp | 62.5%+36.2pp |
| Annual return | 11.09% | 19.20%-8.1pp | 1011.54%-1000.4pp | 15.22%-4.1pp |
| Employer contribution / active EE | $3,384 | $2,649+27.7% | $2,990+13.2% | $2,250+50.4% |
| Participant deferral / active EE | $4,749 | $3,401+39.6% | $3,911+21.4% | $3,054+55.5% |
| Admin fee / account holder | $191 | $1,159-83.6% | $5,894-96.8% | $3,102-93.9% |