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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 | $50,663 | $52,450-3.4% | $129,397-60.8% | $74,429-31.9% |
| Participation rate | 99.1% | 53.8%+45.2pp | 69.6%+29.4pp | 67.2%+31.9pp |
| Annual return | 14.02% | 15.65%-1.6pp | 9453.98%-9440.0pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $6,010 | $1,532+292.3% | $4,154+44.7% | $2,625+129.0% |
| Participant deferral / active EE | $7,748 | $2,797+177.0% | $4,167+85.9% | $4,348+78.2% |
| Admin fee / account holder | $20 | $2,636-99.2% | $7,679-99.7% | $1,944-99.0% |