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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 | $101,653+16.6% | $147,080-19.4% | $74,459+59.2% |
| Participation rate | 94.1% | 75.6%+18.6pp | 82.2%+12.0pp | 67.2%+26.9pp |
| Annual return | 16.61% | 8754.98%-8738.4pp | 420.17%-403.6pp | 1369.70%-1353.1pp |
| Employer contribution / active EE | $5,692 | $3,813+49.3% | $4,933+15.4% | $2,626+116.8% |
| Participant deferral / active EE | $8,506 | $7,304+16.5% | $8,066+5.5% | $4,350+95.6% |
| Admin fee / account holder | $28 | $1,752-98.4% | $12,989-99.8% | $1,945-98.5% |