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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 | $43,380 | $49,236-11.9% | $70,455-38.4% | $79,860-45.7% |
| Participation rate | 98.0% | 69.2%+28.8pp | 75.1%+22.9pp | 69.6%+28.4pp |
| Annual return | 14.53% | 30.07%-15.5pp | 109.06%-94.5pp | 31.72%-17.2pp |
| Employer contribution / active EE | $561 | $2,100-73.3% | $2,737-79.5% | $2,471-77.3% |
| Participant deferral / active EE | $1,386 | $2,769-49.9% | $3,709-62.6% | $3,740-62.9% |
| Admin fee / account holder | $0 | $2,877-100.0% | $3,845-100.0% | $5,306-100.0% |