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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 | $79,804 | $73,397+8.7% | $178,014-55.2% | $74,546+7.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 16.49% | 17.49%-1.0pp | 294.80%-278.3pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $3,422 | $2,217+54.3% | $3,950-13.4% | $2,624+30.4% |
| Participant deferral / active EE | $7,376 | $4,512+63.5% | $6,276+17.5% | $4,347+69.7% |
| Admin fee / account holder | $271 | $1,809-85.0% | $10,362-97.4% | $1,944-86.1% |