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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 | $54,558-59.6% | $76,002-71.0% | $74,546-70.5% |
| Participation rate | 96.1% | 60.3%+35.8pp | 69.1%+27.0pp | 67.2%+28.9pp |
| Annual return | 15.71% | 31.83%-16.1pp | 360.07%-344.4pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $2,972 | $1,778+67.2% | $2,688+10.6% | $2,624+13.3% |
| Participant deferral / active EE | $4,220 | $3,065+37.7% | $4,257-0.9% | $4,347-2.9% |
| Admin fee / account holder | $100 | $2,232-95.5% | $6,414-98.4% | $1,944-94.8% |