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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 | $111,084 | $69,774+59.2% | $67,561+64.4% | $74,429+49.2% |
| Participation rate | 98.6% | 71.4%+27.2pp | 72.9%+25.7pp | 67.2%+31.4pp |
| Annual return | 13.07% | -40.53%+53.6pp | 3525.44%-3512.4pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $3,346 | $2,710+23.5% | $2,735+22.4% | $2,625+27.5% |
| Participant deferral / active EE | $3,365 | $3,636-7.4% | $4,003-15.9% | $4,348-22.6% |
| Admin fee / account holder | $106 | $890-88.1% | $4,006-97.4% | $1,944-94.6% |