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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 | $101,591+16.7% | $147,096-19.4% | $74,429+59.2% |
| Participation rate | 94.1% | 75.5%+18.6pp | 82.2%+12.0pp | 67.2%+26.9pp |
| Annual return | 16.61% | 8746.45%-8729.8pp | 419.75%-403.1pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $5,692 | $3,813+49.3% | $4,936+15.3% | $2,625+116.8% |
| Participant deferral / active EE | $8,506 | $7,302+16.5% | $8,071+5.4% | $4,348+95.6% |
| Admin fee / account holder | $28 | $1,750-98.4% | $13,005-99.8% | $1,944-98.5% |