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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 | $65,983 | $59,140+11.6% | $160,037-58.8% | $66,949-1.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 78.0%+22.0pp | 69.8%+30.2pp |
| Annual return | -12.52% | -12.25%-0.3pp | 408.95%-421.5pp | 1.57%-14.1pp |
| Employer contribution / active EE | $3,597 | $1,982+81.4% | $4,226-14.9% | $2,545+41.3% |
| Participant deferral / active EE | $6,933 | $4,399+57.6% | $6,184+12.1% | $4,239+63.5% |
| Admin fee / account holder | $265 | $591-55.2% | $8,716-97.0% | $594-55.4% |