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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,688 | $56,540-65.2% | $185,849-89.4% | $86,821-77.3% |
| Participation rate | 91.7% | 65.5%+26.2pp | 81.7%+10.0pp | 72.3%+19.4pp |
| Annual return | 12.92% | 118.20%-105.3pp | 122.10%-109.2pp | 97.94%-85.0pp |
| Employer contribution / active EE | $2,111 | $1,844+14.4% | $5,169-59.2% | $2,406-12.3% |
| Participant deferral / active EE | $975 | $2,555-61.8% | $5,569-82.5% | $4,132-76.4% |
| Admin fee / account holder | $0 | $150-100.0% | $16,244-100.0% | $170-100.0% |