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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 | $48,314-4.9% | $67,561-32.0% | $80,925-43.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.18% | 18.28%-5.1pp | 3525.44%-3512.3pp | 35.65%-22.5pp |
| Employer contribution / active EE | $2,673 | $2,022+32.2% | $2,735-2.3% | $2,756-3.0% |
| Participant deferral / active EE | $2,482 | $2,927-15.2% | $4,003-38.0% | $4,299-42.3% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |