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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 | $48,327-4.9% | $67,575-32.0% | $80,935-43.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.18% | 18.31%-5.1pp | 3528.98%-3515.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $2,673 | $2,022+32.2% | $2,736-2.3% | $2,757-3.0% |
| Participant deferral / active EE | $2,482 | $2,927-15.2% | $4,003-38.0% | $4,299-42.3% |
| Admin fee / account holder | $0 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |