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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 | $28,363 | $53,837-47.3% | $75,714-62.5% | $85,847-67.0% |
| Participation rate | 78.9% | 69.1%+9.9pp | 74.8%+4.1pp | 69.3%+9.6pp |
| Annual return | 28.68% | 24.54%+4.1pp | 104.62%-75.9pp | 318.61%-289.9pp |
| Employer contribution / active EE | $1,610 | $2,017-20.2% | $2,744-41.3% | $2,565-37.2% |
| Participant deferral / active EE | $2,828 | $2,895-2.3% | $3,820-26.0% | $3,952-28.4% |
| Admin fee / account holder | $0 | $3,339-100.0% | $3,619-100.0% | $6,261-100.0% |