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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 | $34,575 | $95,388-63.8% | $125,381-72.4% | $77,906-55.6% |
| Participation rate | 89.5% | 78.6%+10.9pp | 82.4%+7.2pp | 73.7%+15.8pp |
| Annual return | -6.11% | 116.19%-122.3pp | 572.31%-578.4pp | 12.16%-18.3pp |
| Employer contribution / active EE | $1,293 | $3,666-64.7% | $4,815-73.1% | $2,846-54.6% |
| Participant deferral / active EE | $11,014 | $7,711+42.8% | $7,448+47.9% | $4,805+129.2% |
| Admin fee / account holder | $0 | $119-100.0% | $10,007-100.0% | $133-100.0% |