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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 | $59,837 | $51,226+16.8% | $82,744-27.7% | $66,938-10.6% |
| Participation rate | 84.7% | 67.9%+16.8pp | 72.6%+12.1pp | 69.8%+14.9pp |
| Annual return | -15.89% | -9.61%-6.3pp | 702.22%-718.1pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,009 | $2,612+15.2% | $3,0080% | $2,545+18.2% |
| Participant deferral / active EE | $8,065 | $3,460+133.1% | $4,395+83.5% | $4,238+90.3% |
| Admin fee / account holder | $0 | $416-100.0% | $5,325-100.0% | $594-100.0% |