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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 | $76,193 | $36,916+106.4% | $156,551-51.3% | $57,658+32.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 9.83% | 12.38%-2.6pp | 32.23%-22.4pp | 5.13%+4.7pp |
| Employer contribution / active EE | $4,675 | $1,571+197.7% | $5,501-15.0% | $1,974+136.9% |
| Participant deferral / active EE | $1,392 | $1,926-27.7% | $4,871-71.4% | $3,061-54.5% |
| Admin fee / account holder | $4 | $82-95.4% | $13,028-100.0% | $95-96.0% |