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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 | $132,758 | $86,938+52.7% | $102,423+29.6% | $80,925+64.1% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.6pp | 67.7%+25.4pp |
| Annual return | 15.56% | 18.89%-3.3pp | 29.42%-13.9pp | 35.65%-20.1pp |
| Employer contribution / active EE | $2,967 | $2,369+25.2% | $3,023-1.9% | $2,756+7.6% |
| Participant deferral / active EE | $4,926 | $4,120+19.5% | $5,054-2.5% | $4,299+14.6% |
| Admin fee / account holder | $15 | $8,053-99.8% | $9,455-99.8% | $6,940-99.8% |