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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 | $24,955 | $49,693-49.8% | $70,544-64.6% | $74,460-66.5% |
| Participation rate | 92.1% | 64.7%+27.4pp | 68.4%+23.7pp | 70.7%+21.4pp |
| Annual return | 17.95% | 21.22%-3.3pp | 32.79%-14.8pp | 34.38%-16.4pp |
| Employer contribution / active EE | $1,500 | $1,773-15.4% | $2,976-49.6% | $2,638-43.1% |
| Participant deferral / active EE | $3,797 | $3,376+12.5% | $4,568-16.9% | $4,530-16.2% |
| Admin fee / account holder | $22 | $316-93.2% | $6,427-99.7% | $348-93.8% |