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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 | $31,232 | $84,499-63.0% | $125,391-75.1% | $66,949-53.3% |
| Participation rate | 86.0% | 76.4%+9.6pp | 82.4%+3.7pp | 69.8%+16.2pp |
| Annual return | -12.71% | -8.49%-4.2pp | 572.41%-585.1pp | 1.57%-14.3pp |
| Employer contribution / active EE | $4,871 | $3,554+37.1% | $4,816+1.1% | $2,545+91.4% |
| Participant deferral / active EE | $11,698 | $6,785+72.4% | $7,448+57.1% | $4,239+176.0% |
| Admin fee / account holder | $5 | $685-99.2% | $10,009-99.9% | $594-99.1% |