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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 | $42,850 | $51,638-17.0% | $129,406-66.9% | $80,959-47.1% |
| Participation rate | 98.4% | 56.9%+41.5pp | 69.6%+28.8pp | 67.7%+30.7pp |
| Annual return | 13.63% | 20.78%-7.2pp | 9468.18%-9454.5pp | 35.67%-22.0pp |
| Employer contribution / active EE | $5,044 | $1,584+218.5% | $4,155+21.4% | $2,757+82.9% |
| Participant deferral / active EE | $5,850 | $2,670+119.1% | $4,167+40.4% | $4,300+36.0% |
| Admin fee / account holder | $23 | $4,313-99.5% | $7,689-99.7% | $6,925-99.7% |