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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 | $20,292 | $52,293-61.2% | $178,503-88.6% | $73,412-72.4% |
| Participation rate | 94.6% | 65.3%+29.2pp | 81.9%+12.6pp | 72.2%+22.4pp |
| Annual return | 13.83% | 34.75%-20.9pp | 151.12%-137.3pp | 59.30%-45.5pp |
| Employer contribution / active EE | $2,399 | $1,736+38.2% | $5,011-52.1% | $2,234+7.4% |
| Participant deferral / active EE | $1,182 | $2,333-49.3% | $5,202-77.3% | $3,806-68.9% |
| Admin fee / account holder | $22 | $127-82.5% | $13,987-99.8% | $158-85.9% |