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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 | $31,191 | $69,774-55.3% | $67,575-53.8% | $74,459-58.1% |
| Participation rate | 96.3% | 71.4%+24.9pp | 72.9%+23.4pp | 67.2%+29.1pp |
| Annual return | 14.74% | -40.53%+55.3pp | 3528.98%-3514.2pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $894 | $2,710-67.0% | $2,736-67.3% | $2,626-66.0% |
| Participant deferral / active EE | $2,245 | $3,636-38.3% | $4,003-43.9% | $4,350-48.4% |
| Admin fee / account holder | $12 | $890-98.7% | $3,993-99.7% | $1,945-99.4% |