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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 | $54,690-68.4% | $76,030-77.3% | $74,478-76.8% |
| Participation rate | 82.8% | 60.3%+22.4pp | 69.1%+13.7pp | 67.2%+15.5pp |
| Annual return | 15.68% | 31.92%-16.2pp | 361.54%-345.9pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $1,178 | $1,781-33.8% | $2,688-56.2% | $2,626-55.1% |
| Participant deferral / active EE | $2,643 | $3,070-13.9% | $4,257-37.9% | $4,350-39.2% |
| Admin fee / account holder | $20 | $2,240-99.1% | $6,421-99.7% | $1,946-99.0% |