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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 | $69,708-5.7% | $67,560-2.8% | $74,478-11.8% |
| Participation rate | 90.4% | 71.4%+19.0pp | 72.9%+17.5pp | 67.2%+23.2pp |
| Annual return | 13.83% | -40.67%+54.5pp | 3533.50%-3519.7pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $3,752 | $2,715+38.2% | $2,737+37.1% | $2,626+42.9% |
| Participant deferral / active EE | $3,344 | $3,637-8.0% | $4,004-16.5% | $4,350-23.1% |
| Admin fee / account holder | $1 | $887-99.8% | $3,994-100.0% | $1,946-99.9% |