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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 | $102,393-55.6% | $147,041-69.1% | $80,911-43.8% |
| Participation rate | 95.9% | 75.9%+20.1pp | 82.2%+13.7pp | 67.6%+28.3pp |
| Annual return | 22.36% | 134.95%-112.6pp | 419.21%-396.9pp | 35.63%-13.3pp |
| Employer contribution / active EE | $4,249 | $3,715+14.4% | $4,935-13.9% | $2,756+54.2% |
| Participant deferral / active EE | $7,659 | $6,647+15.2% | $8,071-5.1% | $4,297+78.2% |
| Admin fee / account holder | $40 | $7,943-99.5% | $13,006-99.7% | $6,935-99.4% |