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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 | $43,496+105.5% | $161,489-44.6% | $64,340+39.0% |
| Participation rate | 86.0% | 53.5%+32.5pp | 78.7%+7.3pp | 55.2%+30.8pp |
| Annual return | 13.21% | 20.76%-7.5pp | 89.72%-76.5pp | 24.14%-10.9pp |
| Employer contribution / active EE | $1,260 | $1,431-11.9% | $4,268-70.5% | $1,862-32.3% |
| Participant deferral / active EE | $4,221 | $1,996+111.5% | $5,630-25.0% | $2,980+41.6% |
| Admin fee / account holder | $14 | $2,330-99.4% | $16,006-99.9% | $3,703-99.6% |