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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 | $95,716 | $55,446+72.6% | $155,574-38.5% | $74,429+28.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.15% | 269.20%-257.1pp | 64.87%-52.7pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $2,457 | $2,266+8.4% | $4,676-47.5% | $2,625-6.4% |
| Participant deferral / active EE | $3,813 | $2,836+34.5% | $5,629-32.3% | $4,348-12.3% |
| Admin fee / account holder | $58 | $1,743-96.7% | $15,914-99.6% | $1,944-97.0% |