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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 | $111,576 | $69,774+59.9% | $67,575+65.1% | $74,459+49.8% |
| Participation rate | 98.7% | 71.4%+27.3pp | 72.9%+25.8pp | 67.2%+31.5pp |
| Annual return | 13.03% | -40.53%+53.6pp | 3528.98%-3515.9pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $3,186 | $2,710+17.6% | $2,736+16.5% | $2,626+21.3% |
| Participant deferral / active EE | $4,247 | $3,636+16.8% | $4,003+6.1% | $4,350-2.3% |
| Admin fee / account holder | $165 | $890-81.4% | $3,993-95.9% | $1,945-91.5% |