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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 | $20,856 | $61,172-65.9% | $185,851-88.8% | $79,389-73.7% |
| Participation rate | 95.3% | 66.6%+28.7pp | 81.7%+13.6pp | 70.7%+24.6pp |
| Annual return | 12.93% | 19.45%-6.5pp | 122.11%-109.2pp | 116.89%-104.0pp |
| Employer contribution / active EE | $2,887 | $2,321+24.4% | $5,168-44.2% | $2,428+18.9% |
| Participant deferral / active EE | $1,402 | $2,788-49.7% | $5,569-74.8% | $4,046-65.4% |
| Admin fee / account holder | $24 | $710-96.7% | $16,245-99.9% | $626-96.2% |