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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 | $55,446+44.9% | $155,574-48.4% | $74,429+8.0% |
| Participation rate | 72.6% | 61.9%+10.7pp | 78.2%-5.7pp | 67.2%+5.3pp |
| Annual return | 13.56% | 269.20%-255.6pp | 64.87%-51.3pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $3,987 | $2,266+75.9% | $4,676-14.7% | $2,625+51.9% |
| Participant deferral / active EE | $3,185 | $2,836+12.3% | $5,629-43.4% | $4,348-26.8% |
| Admin fee / account holder | $85 | $1,743-95.1% | $15,914-99.5% | $1,944-95.6% |