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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 | $50,186 | $48,284+3.9% | $67,524-25.7% | $80,911-38.0% |
| Participation rate | 94.8% | 66.4%+28.4pp | 72.9%+21.9pp | 67.6%+27.2pp |
| Annual return | 13.47% | 18.27%-4.8pp | 3519.41%-3505.9pp | 35.63%-22.2pp |
| Employer contribution / active EE | $3,120 | $2,021+54.3% | $2,734+14.1% | $2,756+13.2% |
| Participant deferral / active EE | $4,310 | $2,927+47.3% | $4,001+7.7% | $4,297+0.3% |
| Admin fee / account holder | $0 | $3,688-100.0% | $4,001-100.0% | $6,935-100.0% |