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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 | $91,692-57.7% | $67,561-42.6% | $77,714-50.1% |
| Participation rate | 91.4% | 76.0%+15.4pp | 72.9%+18.5pp | 70.6%+20.9pp |
| Annual return | 13.48% | 14.88%-1.4pp | 3525.44%-3512.0pp | 31.26%-17.8pp |
| Employer contribution / active EE | $2,504 | $3,188-21.4% | $2,735-8.4% | $2,727-8.2% |
| Participant deferral / active EE | $2,193 | $3,912-44.0% | $4,003-45.2% | $4,649-52.8% |
| Admin fee / account holder | $0 | $245-100.0% | $4,006-100.0% | $433-100.0% |