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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 | $73,532+8.5% | $178,505-55.3% | $74,478+7.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 16.49% | 17.49%-1.0pp | 27.16%-10.7pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $3,422 | $2,221+54.1% | $3,955-13.5% | $2,626+30.3% |
| Participant deferral / active EE | $7,376 | $4,519+63.2% | $6,280+17.4% | $4,350+69.5% |
| Admin fee / account holder | $271 | $1,813-85.1% | $10,428-97.4% | $1,946-86.1% |