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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 | $46,806 | $74,347-37.0% | $93,621-50.0% | $67,582-30.7% |
| Participation rate | 91.5% | 80.6%+10.9pp | 75.8%+15.7pp | 71.3%+20.2pp |
| Annual return | 20.58% | 28.07%-7.5pp | 32.76%-12.2pp | 378.57%-358.0pp |
| Employer contribution / active EE | $1,108 | $2,583-57.1% | $2,719-59.2% | $2,148-48.4% |
| Participant deferral / active EE | $2,399 | $4,060-40.9% | $4,070-41.1% | $3,539-32.2% |
| Admin fee / account holder | $0 | $123-100.0% | $7,890-100.0% | $142-100.0% |