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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 | $113,462 | $106,230+6.8% | $147,080-22.9% | $77,736+46.0% |
| Participation rate | 94.7% | 78.4%+16.3pp | 82.2%+12.5pp | 70.6%+24.1pp |
| Annual return | 19.12% | 56.91%-37.8pp | 420.17%-401.0pp | 31.26%-12.1pp |
| Employer contribution / active EE | $3,442 | $4,072-15.5% | $4,933-30.2% | $2,728+26.2% |
| Participant deferral / active EE | $7,107 | $8,001-11.2% | $8,066-11.9% | $4,651+52.8% |
| Admin fee / account holder | $35 | $338-89.8% | $12,989-99.7% | $433-92.0% |