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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 | $157,573 | $95,453+65.1% | $112,040+40.6% | $82,448+91.1% |
| Participation rate | 90.9% | 72.8%+18.2pp | 76.5%+14.4pp | 68.1%+22.8pp |
| Annual return | 16.05% | 23.92%-7.9pp | 24.52%-8.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,021 | $2,318+30.4% | $2,954+2.3% | $2,551+18.4% |
| Participant deferral / active EE | $4,823 | $4,224+14.2% | $5,098-5.4% | $4,139+16.5% |
| Admin fee / account holder | $15 | $9,013-99.8% | $12,098-99.9% | $7,234-99.8% |