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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 | $32,103 | $67,594-52.5% | $77,361-58.5% | $69,733-54.0% |
| Participation rate | 96.0% | 71.7%+24.3pp | 75.0%+21.1pp | 62.5%+33.6pp |
| Annual return | 10.35% | 19.20%-8.9pp | 1011.54%-1001.2pp | 15.22%-4.9pp |
| Employer contribution / active EE | $901 | $2,649-66.0% | $2,990-69.9% | $2,250-60.0% |
| Participant deferral / active EE | $2,545 | $3,401-25.2% | $3,911-34.9% | $3,054-16.7% |
| Admin fee / account holder | $4 | $1,159-99.7% | $5,894-99.9% | $3,102-99.9% |