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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 | $62,900 | $42,909+46.6% | $60,906+3.3% | $68,486-8.2% |
| Participation rate | 77.1% | 66.8%+10.4pp | 73.1%+4.0pp | 67.9%+9.2pp |
| Annual return | -13.39% | -13.99%+0.6pp | 16.94%-30.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $1,703 | $1,979-13.9% | $2,703-37.0% | $2,597-34.4% |
| Participant deferral / active EE | $3,291 | $2,866+14.8% | $3,814-13.7% | $4,028-18.3% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |