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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 | $17,266 | $54,674-68.4% | $76,089-77.3% | $74,429-76.8% |
| Participation rate | 82.8% | 60.3%+22.4pp | 69.1%+13.7pp | 67.2%+15.5pp |
| Annual return | 15.68% | 31.89%-16.2pp | 360.94%-345.3pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $1,178 | $1,781-33.8% | $2,690-56.2% | $2,625-55.1% |
| Participant deferral / active EE | $2,643 | $3,071-13.9% | $4,259-37.9% | $4,348-39.2% |
| Admin fee / account holder | $20 | $2,238-99.1% | $6,418-99.7% | $1,944-99.0% |