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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 | $113,666 | $61,356+85.3% | $149,696-24.1% | $71,511+58.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 15.76% | 35.86%-20.1pp | 134.46%-118.7pp | 28.86%-13.1pp |
| Employer contribution / active EE | $6,304 | $2,382+164.7% | $4,821+30.8% | $2,589+143.5% |
| Participant deferral / active EE | $4,295 | $2,920+47.1% | $5,682-24.4% | $4,291+0.1% |
| Admin fee / account holder | $30 | $1,263-97.6% | $13,212-99.8% | $1,588-98.1% |