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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 | $31,380 | $84,482-62.9% | $125,363-75.0% | $66,930-53.1% |
| Participation rate | 92.2% | 76.4%+15.8pp | 82.4%+9.9pp | 69.8%+22.4pp |
| Annual return | -1.23% | -8.49%+7.3pp | 572.15%-573.4pp | 1.57%-2.8pp |
| Employer contribution / active EE | $4,283 | $3,553+20.6% | $4,815-11.0% | $2,545+68.3% |
| Participant deferral / active EE | $8,992 | $6,782+32.6% | $7,447+20.7% | $4,238+112.2% |
| Admin fee / account holder | $28 | $685-95.9% | $10,005-99.7% | $593-95.3% |