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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 | $21,167 | $42,910-50.7% | $60,919-65.3% | $68,490-69.1% |
| Participation rate | 75.3% | 66.8%+8.6pp | 73.1%+2.2pp | 67.9%+7.4pp |
| Annual return | -12.84% | -13.99%+1.2pp | 16.96%-29.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $1,643 | $1,978-16.9% | $2,704-39.2% | $2,597-36.7% |
| Participant deferral / active EE | $3,212 | $2,866+12.1% | $3,814-15.8% | $4,028-20.2% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |