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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 | $82,156 | $65,072+26.3% | $66,439+23.7% | $65,306+25.8% |
| Participation rate | 93.9% | 69.1%+24.9pp | 74.5%+19.4pp | 57.7%+36.3pp |
| Annual return | 26.91% | 21.50%+5.4pp | 757.66%-730.8pp | 21.94%+5.0pp |
| Employer contribution / active EE | $8,531 | $2,475+244.6% | $2,637+223.5% | $1,967+333.6% |
| Participant deferral / active EE | $9,860 | $3,234+204.8% | $3,876+154.4% | $2,959+233.2% |
| Admin fee / account holder | $202 | $1,323-84.7% | $6,173-96.7% | $3,480-94.2% |