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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 | $12,170 | $45,872-73.5% | $77,081-84.2% | $68,495-82.2% |
| Participation rate | 96.7% | 55.9%+40.8pp | 67.9%+28.8pp | 67.9%+28.8pp |
| Annual return | 14.81% | 1.73%+13.1pp | 42.33%-27.5pp | -7.84%+22.7pp |
| Employer contribution / active EE | $1,777 | $1,650+7.7% | $2,813-36.9% | $2,596-31.6% |
| Participant deferral / active EE | $5,747 | $2,963+94.0% | $4,428+29.8% | $4,028+42.7% |
| Admin fee / account holder | $12 | $3,041-99.6% | $5,427-99.8% | $5,403-99.8% |