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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 | $48,475 | $81,457-40.5% | $103,378-53.1% | $80,911-40.1% |
| Participation rate | 83.2% | 66.8%+16.3pp | 74.5%+8.6pp | 67.6%+15.5pp |
| Annual return | 17.38% | 25.58%-8.2pp | 24.91%-7.5pp | 35.63%-18.2pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,196 | $3,871+34.2% | $5,058+2.7% | $4,297+20.9% |
| Admin fee / account holder | $61 | $6,717-99.1% | $8,401-99.3% | $6,935-99.1% |