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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 | $12,889 | $57,330-77.5% | $86,656-85.1% | $75,177-82.9% |
| Participation rate | 70.1% | 63.2%+6.9pp | 71.7%-1.6pp | 67.2%+2.9pp |
| Annual return | 21.77% | 2675.40%-2653.6pp | 593.09%-571.3pp | 160.75%-139.0pp |
| Employer contribution / active EE | $2,471 | $2,316+6.7% | $3,025-18.3% | $2,671-7.5% |
| Participant deferral / active EE | $4,199 | $3,320+26.5% | $4,439-5.4% | $4,126+1.8% |
| Admin fee / account holder | $26 | $4,115-99.4% | $5,619-99.5% | $5,651-99.5% |