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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 | $45,473 | $102,385-55.6% | $147,080-69.1% | $80,935-43.8% |
| Participation rate | 95.9% | 75.9%+20.0pp | 82.2%+13.7pp | 67.7%+28.3pp |
| Annual return | 22.36% | 135.09%-112.7pp | 420.17%-397.8pp | 35.66%-13.3pp |
| Employer contribution / active EE | $4,249 | $3,717+14.3% | $4,933-13.9% | $2,757+54.1% |
| Participant deferral / active EE | $7,659 | $6,651+15.2% | $8,066-5.0% | $4,299+78.1% |
| Admin fee / account holder | $40 | $7,951-99.5% | $12,989-99.7% | $6,924-99.4% |