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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 | $38,788 | $91,710-57.7% | $67,560-42.6% | $77,762-50.1% |
| Participation rate | 91.4% | 76.0%+15.4pp | 72.9%+18.5pp | 70.6%+20.9pp |
| Annual return | 13.48% | 14.88%-1.4pp | 3533.50%-3520.0pp | 31.27%-17.8pp |
| Employer contribution / active EE | $2,504 | $3,187-21.4% | $2,737-8.5% | $2,728-8.2% |
| Participant deferral / active EE | $2,193 | $3,911-43.9% | $4,004-45.2% | $4,651-52.9% |
| Admin fee / account holder | $0 | $245-100.0% | $3,994-100.0% | $433-100.0% |