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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 | $53,276 | $79,151-32.7% | $60,919-12.5% | $64,824-17.8% |
| Participation rate | 79.1% | 77.7%+1.4pp | 73.1%+6.0pp | 71.5%+7.6pp |
| Annual return | -13.87% | -7.12%-6.7pp | 16.96%-30.8pp | 32.84%-46.7pp |
| Employer contribution / active EE | $2,755 | $3,052-9.7% | $2,704+1.9% | $2,507+9.9% |
| Participant deferral / active EE | $4,241 | $3,727+13.8% | $3,814+11.2% | $4,311-1.6% |
| Admin fee / account holder | $2 | $106-98.5% | $3,228-100.0% | $188-99.2% |