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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 | $59,991 | $48,284+24.2% | $67,524-11.2% | $80,911-25.9% |
| Participation rate | 80.9% | 66.4%+14.5pp | 72.9%+8.0pp | 67.6%+13.2pp |
| Annual return | 11.56% | 18.27%-6.7pp | 3519.41%-3507.9pp | 35.63%-24.1pp |
| Employer contribution / active EE | $1,689 | $2,021-16.4% | $2,734-38.2% | $2,756-38.7% |
| Participant deferral / active EE | $2,298 | $2,927-21.5% | $4,001-42.6% | $4,297-46.5% |
| Admin fee / account holder | $0 | $3,688-100.0% | $4,001-100.0% | $6,935-100.0% |