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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 | $87,955 | $106,230-17.2% | $147,080-40.2% | $77,736+13.1% |
| Participation rate | 85.7% | 78.4%+7.3pp | 82.2%+3.5pp | 70.6%+15.1pp |
| Annual return | 17.59% | 56.91%-39.3pp | 420.17%-402.6pp | 31.26%-13.7pp |
| Employer contribution / active EE | $1,464 | $4,072-64.0% | $4,933-70.3% | $2,728-46.3% |
| Participant deferral / active EE | $14,860 | $8,001+85.7% | $8,066+84.2% | $4,651+219.5% |
| Admin fee / account holder | $5 | $338-98.4% | $12,989-100.0% | $433-98.8% |