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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,882 | $43,423+155.4% | $78,676+40.9% | $55,167+101.0% |
| Participation rate | 86.4% | 68.0%+18.4pp | 73.6%+12.8pp | 69.0%+17.4pp |
| Annual return | 6.30% | 11.53%-5.2pp | 62.19%-55.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $5,537 | $1,997+177.3% | $2,850+94.3% | $1,963+182.1% |
| Participant deferral / active EE | $4,123 | $2,509+64.4% | $3,517+17.2% | $3,054+35.0% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |