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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 | $178,344 | $79,438+124.5% | $106,555+67.4% | $79,391+124.6% |
| Participation rate | 70.9% | 74.2%-3.2pp | 76.1%-5.2pp | 70.7%+0.2pp |
| Annual return | 18.19% | 18.27%-0.1pp | 26.80%-8.6pp | 116.88%-98.7pp |
| Employer contribution / active EE | $1,259 | $2,235-43.7% | $2,819-55.3% | $2,428-48.1% |
| Participant deferral / active EE | $4,935 | $3,824+29.1% | $4,399+12.2% | $4,046+22.0% |
| Admin fee / account holder | -$56 | $523-110.8% | $7,408-100.8% | $627-109.0% |