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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 | $90,418 | $42,917+110.7% | $60,899+48.5% | $68,495+32.0% |
| Participation rate | 80.5% | 66.8%+13.7pp | 73.1%+7.4pp | 67.9%+12.6pp |
| Annual return | -12.42% | -13.99%+1.6pp | 16.92%-29.3pp | -7.84%-4.6pp |
| Employer contribution / active EE | $5,323 | $1,979+169.0% | $2,702+97.0% | $2,596+105.0% |
| Participant deferral / active EE | $6,267 | $2,867+118.6% | $3,817+64.2% | $4,028+55.6% |
| Admin fee / account holder | $241 | $3,102-92.2% | $3,225-92.5% | $5,403-95.5% |