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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 | $43,749+104.3% | $158,223-43.5% | $65,306+36.9% |
| Participation rate | 86.0% | 56.9%+29.1pp | 79.2%+6.8pp | 57.7%+28.4pp |
| Annual return | 13.21% | 19.41%-6.2pp | 52.09%-38.9pp | 21.94%-8.7pp |
| Employer contribution / active EE | $1,260 | $1,497-15.8% | $4,109-69.3% | $1,967-35.9% |
| Participant deferral / active EE | $4,221 | $2,019+109.1% | $5,467-22.8% | $2,959+42.6% |
| Admin fee / account holder | $14 | $1,930-99.3% | $16,047-99.9% | $3,480-99.6% |