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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 | $172,527 | $55,446+211.2% | $155,574+10.9% | $74,429+131.8% |
| Participation rate | 73.3% | 61.9%+11.4pp | 78.2%-4.9pp | 67.2%+6.1pp |
| Annual return | 17.68% | 269.20%-251.5pp | 64.87%-47.2pp | 1368.38%-1350.7pp |
| Employer contribution / active EE | $2,533 | $2,266+11.8% | $4,676-45.8% | $2,625-3.5% |
| Participant deferral / active EE | $6,345 | $2,836+123.7% | $5,629+12.7% | $4,348+45.9% |
| Admin fee / account holder | $42 | $1,743-97.6% | $15,914-99.7% | $1,944-97.9% |