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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 | $51,631-17.0% | $129,397-66.9% | $80,925-47.0% |
| Participation rate | 98.4% | 56.9%+41.5pp | 69.6%+28.8pp | 67.7%+30.8pp |
| Annual return | 13.63% | 20.77%-7.1pp | 9453.98%-9440.3pp | 35.65%-22.0pp |
| Employer contribution / active EE | $5,044 | $1,583+218.6% | $4,154+21.4% | $2,756+83.0% |
| Participant deferral / active EE | $5,850 | $2,670+119.1% | $4,167+40.4% | $4,299+36.1% |
| Admin fee / account holder | $23 | $4,309-99.5% | $7,679-99.7% | $6,940-99.7% |