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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 | $46,688+91.5% | $189,758-52.9% | $69,733+28.2% |
| Participation rate | 86.0% | 61.7%+24.3pp | 79.8%+6.2pp | 62.5%+23.6pp |
| Annual return | 13.21% | 14.35%-1.1pp | 52.62%-39.4pp | 15.22%-2.0pp |
| Employer contribution / active EE | $1,260 | $1,695-25.7% | $4,767-73.6% | $2,250-44.0% |
| Participant deferral / active EE | $4,221 | $2,143+97.0% | $5,856-27.9% | $3,054+38.2% |
| Admin fee / account holder | $14 | $1,700-99.2% | $20,388-99.9% | $3,102-99.5% |