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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 | $62,366 | $101,653-38.6% | $147,080-57.6% | $74,459-16.2% |
| Participation rate | 89.3% | 75.6%+13.7pp | 82.2%+7.1pp | 67.2%+22.1pp |
| Annual return | 16.24% | 8754.98%-8738.7pp | 420.17%-403.9pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $4,301 | $3,813+12.8% | $4,933-12.8% | $2,626+63.8% |
| Participant deferral / active EE | $8,758 | $7,304+19.9% | $8,066+8.6% | $4,350+101.4% |
| Admin fee / account holder | $41 | $1,752-97.7% | $12,989-99.7% | $1,945-97.9% |