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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 | $95,774 | $69,774+37.3% | $67,575+41.7% | $74,459+28.6% |
| Participation rate | 81.6% | 71.4%+10.2pp | 72.9%+8.7pp | 67.2%+14.4pp |
| Annual return | 12.26% | -40.53%+52.8pp | 3528.98%-3516.7pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,870 | $3,636-21.1% | $4,003-28.3% | $4,350-34.0% |
| Admin fee / account holder | $6 | $890-99.3% | $3,993-99.8% | $1,945-99.7% |