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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 | $69,708+59.4% | $67,560+64.4% | $74,478+49.2% |
| Participation rate | 98.6% | 71.4%+27.2pp | 72.9%+25.7pp | 67.2%+31.4pp |
| Annual return | 13.07% | -40.67%+53.7pp | 3533.50%-3520.4pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $3,346 | $2,715+23.3% | $2,737+22.3% | $2,626+27.4% |
| Participant deferral / active EE | $3,365 | $3,637-7.5% | $4,004-15.9% | $4,350-22.6% |
| Admin fee / account holder | $106 | $887-88.1% | $3,994-97.3% | $1,946-94.6% |