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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 | $69,774-5.8% | $67,561-2.8% | $74,429-11.7% |
| Participation rate | 90.4% | 71.4%+19.0pp | 72.9%+17.5pp | 67.2%+23.2pp |
| Annual return | 13.83% | -40.53%+54.4pp | 3525.44%-3511.6pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $3,752 | $2,710+38.4% | $2,735+37.2% | $2,625+42.9% |
| Participant deferral / active EE | $3,344 | $3,636-8.0% | $4,003-16.5% | $4,348-23.1% |
| Admin fee / account holder | $1 | $890-99.8% | $4,006-100.0% | $1,944-99.9% |