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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 | $45,053 | $80,332-43.9% | $107,187-58.0% | $64,097-29.7% |
| Participation rate | 89.2% | 54.4%+34.8pp | 75.0%+14.2pp | 55.2%+34.0pp |
| Annual return | 15.25% | 24.26%-9.0pp | 204.55%-189.3pp | 34.64%-19.4pp |
| Employer contribution / active EE | $8,798 | $2,501+251.7% | $3,782+132.6% | $1,891+365.1% |
| Participant deferral / active EE | $3,637 | $3,109+17.0% | $5,096-28.6% | $3,080+18.1% |
| Admin fee / account holder | $266 | $4,314-93.8% | $9,162-97.1% | $3,454-92.3% |