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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 | $22,022 | $54,674-59.7% | $76,089-71.1% | $74,429-70.4% |
| Participation rate | 96.1% | 60.3%+35.8pp | 69.1%+27.0pp | 67.2%+28.9pp |
| Annual return | 15.71% | 31.89%-16.2pp | 360.94%-345.2pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $2,972 | $1,781+66.9% | $2,690+10.5% | $2,625+13.2% |
| Participant deferral / active EE | $4,220 | $3,071+37.4% | $4,259-0.9% | $4,348-3.0% |
| Admin fee / account holder | $100 | $2,238-95.5% | $6,418-98.4% | $1,944-94.8% |