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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 | $47,237 | $53,832-12.2% | $75,702-37.6% | $85,854-45.0% |
| Participation rate | 92.5% | 69.1%+23.4pp | 74.8%+17.6pp | 69.3%+23.1pp |
| Annual return | 12.53% | 24.55%-12.0pp | 104.56%-92.0pp | 318.56%-306.0pp |
| Employer contribution / active EE | $779 | $2,018-61.4% | $2,743-71.6% | $2,565-69.6% |
| Participant deferral / active EE | $1,469 | $2,896-49.3% | $3,822-61.6% | $3,952-62.8% |
| Admin fee / account holder | $0 | $3,341-100.0% | $3,619-100.0% | $6,260-100.0% |