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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 | $25,706 | $106,236-75.8% | $112,263-77.1% | $64,824-60.3% |
| Participation rate | 89.6% | 71.7%+17.9pp | 75.1%+14.5pp | 71.5%+18.1pp |
| Annual return | -16.47% | -6.02%-10.5pp | 27.49%-44.0pp | 32.84%-49.3pp |
| Employer contribution / active EE | $5,451 | $3,167+72.1% | $3,636+49.9% | $2,507+117.4% |
| Participant deferral / active EE | $1,856 | $3,786-51.0% | $4,729-60.8% | $4,311-57.0% |
| Admin fee / account holder | $42 | $452-90.7% | $6,410-99.3% | $188-77.7% |