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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 | $30,064 | $104,479-71.2% | $159,474-81.1% | $79,391-62.1% |
| Participation rate | 79.5% | 76.6%+2.9pp | 82.8%-3.3pp | 70.7%+8.8pp |
| Annual return | 33.03% | 67.98%-34.9pp | 263.68%-230.6pp | 116.88%-83.9pp |
| Employer contribution / active EE | $3,184 | $3,417-6.8% | $4,831-34.1% | $2,428+31.2% |
| Participant deferral / active EE | $7,946 | $6,468+22.9% | $7,353+8.1% | $4,046+96.4% |
| Admin fee / account holder | $42 | $711-94.1% | $10,802-99.6% | $627-93.3% |