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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 | $52,556 | $119,272-55.9% | $161,149-67.4% | $71,012-26.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 78.8%+21.2pp | 58.6%+41.4pp |
| Annual return | 14.51% | 16.11%-1.6pp | 21.16%-6.6pp | 37.67%-23.2pp |
| Employer contribution / active EE | $1,303 | $2,894-55.0% | $4,360-70.1% | $2,348-44.5% |
| Participant deferral / active EE | $2,250 | $4,117-45.4% | $6,153-63.4% | $3,246-30.7% |
| Admin fee / account holder | $19 | $1,020-98.1% | $15,194-99.9% | $1,167-98.4% |