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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 | $44,281 | $46,596-5.0% | $64,085-30.9% | $75,173-41.1% |
| Participation rate | 94.4% | 65.9%+28.4pp | 72.3%+22.1pp | 67.2%+27.2pp |
| Annual return | 16.67% | 26.04%-9.4pp | 33.69%-17.0pp | 160.65%-144.0pp |
| Employer contribution / active EE | $625 | $1,975-68.4% | $2,747-77.3% | $2,670-76.6% |
| Participant deferral / active EE | $1,242 | $2,839-56.3% | $3,881-68.0% | $4,126-69.9% |
| Admin fee / account holder | $1 | $2,954-100.0% | $3,069-100.0% | $5,651-100.0% |