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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 | $80,347 | $55,472+44.8% | $155,567-48.4% | $74,546+7.8% |
| Participation rate | 72.6% | 61.9%+10.7pp | 78.2%-5.6pp | 67.2%+5.4pp |
| Annual return | 13.56% | 268.72%-255.2pp | 64.74%-51.2pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $3,987 | $2,269+75.7% | $4,674-14.7% | $2,624+51.9% |
| Participant deferral / active EE | $3,185 | $2,838+12.2% | $5,628-43.4% | $4,347-26.7% |
| Admin fee / account holder | $85 | $1,743-95.1% | $15,916-99.5% | $1,944-95.6% |