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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 | $52,507-3.5% | $129,406-60.8% | $74,478-32.0% |
| Participation rate | 99.1% | 53.9%+45.2pp | 69.6%+29.4pp | 67.2%+31.8pp |
| Annual return | 14.02% | 15.64%-1.6pp | 9468.18%-9454.2pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $6,010 | $1,534+291.7% | $4,155+44.6% | $2,626+128.8% |
| Participant deferral / active EE | $7,748 | $2,801+176.7% | $4,167+85.9% | $4,350+78.1% |
| Admin fee / account holder | $20 | $2,639-99.2% | $7,689-99.7% | $1,946-99.0% |