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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 | $45,935 | $48,277-4.8% | $67,511-32.0% | $80,874-43.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.18% | 18.27%-5.1pp | 3517.41%-3504.2pp | 35.62%-22.4pp |
| Employer contribution / active EE | $2,673 | $2,021+32.2% | $2,733-2.2% | $2,756-3.0% |
| Participant deferral / active EE | $2,482 | $2,926-15.2% | $4,000-37.9% | $4,297-42.2% |
| Admin fee / account holder | $0 | $3,687-100.0% | $3,999-100.0% | $6,935-100.0% |