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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,406 | $58,258+144.4% | $81,820+74.0% | $80,925+76.0% |
| Participation rate | 96.3% | 63.5%+32.9pp | 72.4%+24.0pp | 67.7%+28.7pp |
| Annual return | 17.58% | 41.76%-24.2pp | 777.93%-760.4pp | 35.65%-18.1pp |
| Employer contribution / active EE | $5,597 | $2,345+138.6% | $2,915+92.0% | $2,756+103.1% |
| Participant deferral / active EE | $8,503 | $3,284+158.9% | $4,323+96.7% | $4,299+97.8% |
| Admin fee / account holder | $20 | $4,976-99.6% | $7,391-99.7% | $6,940-99.7% |