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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 | $62,393-34.4% | $120,580-66.0% | $74,478-45.0% |
| Participation rate | 91.5% | 56.8%+34.8pp | 72.0%+19.6pp | 67.2%+24.3pp |
| Annual return | 15.19% | 18.61%-3.4pp | 107.48%-92.3pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $2,871 | $1,845+55.6% | $3,469-17.3% | $2,626+9.3% |
| Participant deferral / active EE | $4,176 | $2,886+44.7% | $4,995-16.4% | $4,350-4.0% |
| Admin fee / account holder | $35 | $2,396-98.5% | $9,418-99.6% | $1,946-98.2% |