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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 | $53,841-12.3% | $75,731-37.6% | $85,851-45.0% |
| Participation rate | 92.5% | 69.0%+23.4pp | 74.8%+17.6pp | 69.3%+23.1pp |
| Annual return | 12.53% | 24.54%-12.0pp | 104.65%-92.1pp | 318.63%-306.1pp |
| Employer contribution / active EE | $779 | $2,017-61.4% | $2,743-71.6% | $2,565-69.7% |
| Participant deferral / active EE | $1,469 | $2,895-49.2% | $3,820-61.5% | $3,952-62.8% |
| Admin fee / account holder | $0 | $3,340-100.0% | $3,620-100.0% | $6,261-100.0% |