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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 | $27,765 | $36,489-23.9% | $80,627-65.6% | $103,590-73.2% |
| Participation rate | 87.4% | 39.1%+48.3pp | 67.0%+20.4pp | 73.3%+14.1pp |
| Annual return | 24.88% | 64.53%-39.6pp | 936.76%-911.9pp | 33.13%-8.2pp |
| Employer contribution / active EE | $5,212 | $1,018+412.0% | $2,723+91.4% | $3,213+62.2% |
| Participant deferral / active EE | $1,838 | $2,389-23.1% | $4,443-58.6% | $5,214-64.7% |
| Admin fee / account holder | $3 | $479-99.4% | $5,381-99.9% | $114-97.4% |