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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 | $122,982 | $73,978+66.2% | $96,515+27.4% | $75,173+63.6% |
| Participation rate | 98.7% | 66.4%+32.2pp | 74.3%+24.3pp | 67.2%+31.5pp |
| Annual return | 18.57% | 26.72%-8.2pp | 35.73%-17.2pp | 160.72%-142.2pp |
| Employer contribution / active EE | $10,313 | $2,931+251.9% | $3,740+175.8% | $2,671+286.1% |
| Participant deferral / active EE | $2,943 | $3,660-19.6% | $4,880-39.7% | $4,126-28.7% |
| Admin fee / account holder | $28 | $5,219-99.5% | $6,735-99.6% | $5,651-99.5% |