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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 | $50,173 | $55,446-9.5% | $155,574-67.7% | $74,429-32.6% |
| Participation rate | 87.4% | 61.9%+25.5pp | 78.2%+9.2pp | 67.2%+20.2pp |
| Annual return | 11.12% | 269.20%-258.1pp | 64.87%-53.7pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $3,735 | $2,266+64.8% | $4,676-20.1% | $2,625+42.3% |
| Participant deferral / active EE | $4,461 | $2,836+57.3% | $5,629-20.8% | $4,348+2.6% |
| Admin fee / account holder | $132 | $1,743-92.4% | $15,914-99.2% | $1,944-93.2% |