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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 | $31,017 | $78,423-60.4% | $95,964-67.7% | $79,856-61.2% |
| Participation rate | 72.5% | 73.5%-1.0pp | 77.1%-4.6pp | 69.6%+2.9pp |
| Annual return | 17.34% | 19.37%-2.0pp | 91.64%-74.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,793 | $1,945-7.8% | $2,541-29.5% | $2,471-27.4% |
| Participant deferral / active EE | $3,236 | $3,440-5.9% | $4,167-22.3% | $3,741-13.5% |
| Admin fee / account holder | $230 | $5,622-95.9% | $6,797-96.6% | $5,306-95.7% |