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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 | $48,327+3.8% | $67,575-25.7% | $80,935-38.0% |
| Participation rate | 94.8% | 66.4%+28.4pp | 72.9%+21.9pp | 67.7%+27.2pp |
| Annual return | 13.47% | 18.31%-4.8pp | 3528.98%-3515.5pp | 35.66%-22.2pp |
| Employer contribution / active EE | $3,120 | $2,022+54.3% | $2,736+14.0% | $2,757+13.2% |
| Participant deferral / active EE | $4,310 | $2,927+47.2% | $4,003+7.7% | $4,299+0.2% |
| Admin fee / account holder | $0 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |