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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 | $157,091 | $63,905+145.8% | $74,184+111.8% | $57,661+172.4% |
| Participation rate | 89.2% | 79.8%+9.5pp | 76.6%+12.6pp | 70.2%+19.0pp |
| Annual return | 6.11% | 60.60%-54.5pp | 17.74%-11.6pp | 5.13%+1.0pp |
| Employer contribution / active EE | $3,454 | $1,840+87.7% | $2,370+45.7% | $1,974+75.0% |
| Participant deferral / active EE | $10,144 | $3,448+194.2% | $3,550+185.8% | $3,061+231.5% |
| Admin fee / account holder | $9 | $91-90.3% | $5,586-99.8% | $95-90.6% |