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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 | $44,870 | $31,038+44.6% | $65,328-31.3% | $74,440-39.7% |
| Participation rate | 96.2% | 66.9%+29.3pp | 64.9%+31.3pp | 70.7%+25.5pp |
| Annual return | 23.83% | 38.60%-14.8pp | 47.39%-23.6pp | 34.37%-10.5pp |
| Employer contribution / active EE | $2,961 | $1,188+149.2% | $1,692+75.0% | $2,638+12.2% |
| Participant deferral / active EE | $19,550 | $2,792+600.3% | $2,832+590.4% | $4,529+331.7% |
| Admin fee / account holder | $3 | $299-99.2% | $4,116-99.9% | $348-99.3% |