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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 | $37,240 | $99,957-62.7% | $149,730-75.1% | $73,493-49.3% |
| Participation rate | 94.1% | 75.7%+18.4pp | 82.5%+11.6pp | 70.7%+23.4pp |
| Annual return | 24.93% | 53.87%-28.9pp | 276.70%-251.8pp | 28.51%-3.6pp |
| Employer contribution / active EE | $1,782 | $3,191-44.2% | $4,645-61.6% | $2,270-21.5% |
| Participant deferral / active EE | $5,995 | $6,073-1.3% | $6,843-12.4% | $3,740+60.3% |
| Admin fee / account holder | $31 | $551-94.4% | $9,310-99.7% | $513-94.0% |