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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 | $15,356 | $46,332-66.9% | $143,799-89.3% | $64,819-76.3% |
| Participation rate | 94.5% | 64.2%+30.3pp | 80.3%+14.2pp | 71.5%+23.0pp |
| Annual return | -13.56% | -10.05%-3.5pp | -0.04%-13.5pp | 32.84%-46.4pp |
| Employer contribution / active EE | $1,977 | $1,911+3.4% | $4,952-60.1% | $2,507-21.1% |
| Participant deferral / active EE | $1,110 | $2,647-58.1% | $5,638-80.3% | $4,311-74.2% |
| Admin fee / account holder | $0 | $154-100.0% | $14,677-100.0% | $188-100.0% |