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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 | $75,729 | $54,573+38.8% | $90,970-16.8% | $73,497+3.0% |
| Participation rate | 75.0% | 61.2%+13.8pp | 69.0%+6.0pp | 70.7%+4.3pp |
| Annual return | 14.99% | 16.69%-1.7pp | 134.60%-119.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $719 | $991-27.4% | $2,122-66.1% | $2,270-68.3% |
| Participant deferral / active EE | $3,850 | $2,517+53.0% | $3,373+14.2% | $3,740+3.0% |
| Admin fee / account holder | $60 | $521-88.6% | $5,961-99.0% | $513-88.4% |