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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 | $29,841 | $46,360-35.6% | $147,618-79.8% | $52,331-43.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.26% | 1.62%-1.9pp | 61.98%-62.2pp | 4.54%-4.8pp |
| Employer contribution / active EE | $794 | $2,126-62.6% | $5,565-85.7% | $1,882-57.8% |
| Participant deferral / active EE | $3,406 | $2,258+50.9% | $4,895-30.4% | $3,022+12.7% |
| Admin fee / account holder | $26 | $766-96.6% | $11,612-99.8% | $592-95.6% |