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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 | $40,490 | $42,910-5.6% | $60,919-33.5% | $68,490-40.9% |
| Participation rate | 93.1% | 66.8%+26.3pp | 73.1%+20.0pp | 67.9%+25.2pp |
| Annual return | -13.53% | -13.99%+0.5pp | 16.96%-30.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $695 | $1,978-64.8% | $2,704-74.3% | $2,597-73.2% |
| Participant deferral / active EE | $1,266 | $2,866-55.8% | $3,814-66.8% | $4,028-68.6% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |