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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 | $53,425 | $55,437-3.6% | $155,534-65.7% | $74,459-28.2% |
| Participation rate | 94.8% | 61.9%+32.9pp | 78.2%+16.6pp | 67.2%+27.6pp |
| Annual return | 34.12% | 269.58%-235.5pp | 64.92%-30.8pp | 1369.70%-1335.6pp |
| Employer contribution / active EE | $3,210 | $2,266+41.6% | $4,675-31.3% | $2,626+22.2% |
| Participant deferral / active EE | $4,050 | $2,837+42.8% | $5,630-28.1% | $4,350-6.9% |
| Admin fee / account holder | $117 | $1,742-93.3% | $15,900-99.3% | $1,945-94.0% |