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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 | $89,400 | $41,016+118.0% | $152,093-41.2% | $64,097+39.5% |
| Participation rate | 86.0% | 51.3%+34.7pp | 77.8%+8.3pp | 55.2%+30.8pp |
| Annual return | 13.21% | 39.60%-26.4pp | 66.36%-53.1pp | 34.64%-21.4pp |
| Employer contribution / active EE | $1,260 | $1,342-6.1% | $4,175-69.8% | $1,891-33.4% |
| Participant deferral / active EE | $4,221 | $1,927+119.0% | $5,451-22.6% | $3,080+37.1% |
| Admin fee / account holder | $14 | $2,305-99.4% | $14,497-99.9% | $3,454-99.6% |