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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 | $48,337+3.8% | $67,560-25.7% | $80,959-38.0% |
| Participation rate | 94.8% | 66.4%+28.4pp | 72.9%+21.9pp | 67.7%+27.2pp |
| Annual return | 13.47% | 18.26%-4.8pp | 3533.50%-3520.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $3,120 | $2,023+54.2% | $2,737+14.0% | $2,757+13.2% |
| Participant deferral / active EE | $4,310 | $2,928+47.2% | $4,004+7.6% | $4,300+0.2% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |