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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 | $118,526 | $101,499+16.8% | $147,005-19.4% | $74,546+59.0% |
| Participation rate | 94.1% | 75.5%+18.6pp | 82.2%+12.0pp | 67.2%+26.9pp |
| Annual return | 16.61% | 8732.34%-8715.7pp | 418.76%-402.2pp | 1366.03%-1349.4pp |
| Employer contribution / active EE | $5,692 | $3,811+49.3% | $4,934+15.4% | $2,624+116.9% |
| Participant deferral / active EE | $8,506 | $7,304+16.5% | $8,070+5.4% | $4,347+95.7% |
| Admin fee / account holder | $28 | $1,748-98.4% | $13,006-99.8% | $1,944-98.5% |