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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 | $40,960 | $62,409-34.4% | $120,524-66.0% | $74,429-45.0% |
| Participation rate | 91.5% | 56.8%+34.8pp | 71.9%+19.6pp | 67.2%+24.3pp |
| Annual return | 15.19% | 18.62%-3.4pp | 107.36%-92.2pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $2,871 | $1,847+55.5% | $3,469-17.2% | $2,625+9.4% |
| Participant deferral / active EE | $4,176 | $2,888+44.6% | $4,994-16.4% | $4,348-4.0% |
| Admin fee / account holder | $35 | $2,394-98.5% | $9,440-99.6% | $1,944-98.2% |