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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 | $85,464 | $102,382-16.5% | $147,005-41.9% | $80,874+5.7% |
| Participation rate | 94.3% | 75.8%+18.4pp | 82.2%+12.1pp | 67.6%+26.6pp |
| Annual return | 16.71% | 134.89%-118.2pp | 418.76%-402.1pp | 35.62%-18.9pp |
| Employer contribution / active EE | $4,362 | $3,715+17.4% | $4,934-11.6% | $2,756+58.3% |
| Participant deferral / active EE | $7,304 | $6,646+9.9% | $8,070-9.5% | $4,297+70.0% |
| Admin fee / account holder | $0 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |