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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 | $65,700 | $69,771-5.8% | $67,524-2.7% | $74,400-11.7% |
| Participation rate | 90.4% | 71.4%+19.1pp | 72.9%+17.5pp | 67.2%+23.2pp |
| Annual return | 13.83% | -40.49%+54.3pp | 3519.41%-3505.6pp | 1367.51%-1353.7pp |
| Employer contribution / active EE | $3,752 | $2,710+38.4% | $2,734+37.2% | $2,624+43.0% |
| Participant deferral / active EE | $3,344 | $3,638-8.1% | $4,001-16.4% | $4,348-23.1% |
| Admin fee / account holder | $1 | $889-99.8% | $4,001-100.0% | $1,944-99.9% |