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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 | $51,163 | $58,888-13.1% | $178,498-71.3% | $73,493-30.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 12.52% | 24.86%-12.3pp | 151.09%-138.6pp | 28.51%-16.0pp |
| Employer contribution / active EE | $644 | $2,236-71.2% | $5,011-87.1% | $2,270-71.6% |
| Participant deferral / active EE | $1,488 | $2,568-42.1% | $5,202-71.4% | $3,740-60.2% |
| Admin fee / account holder | $225 | $400-43.8% | $13,985-98.4% | $513-56.2% |