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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 | $88,574 | $65,582+35.1% | $64,097+38.2% | $71,529+23.8% |
| Participation rate | 95.9% | 73.2%+22.7pp | 72.3%+23.6pp | 67.9%+28.0pp |
| Annual return | 14.39% | 18.96%-4.6pp | 33.75%-19.4pp | 28.97%-14.6pp |
| Employer contribution / active EE | $1,647 | $2,671-38.3% | $2,750-40.1% | $2,590-36.4% |
| Participant deferral / active EE | $1,675 | $3,628-53.8% | $3,881-56.8% | $4,291-61.0% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |