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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 | $52,827 | $40,275+31.2% | $57,356-7.9% | $59,633-11.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 151.77% | 27.52%+124.2pp | 24.41%+127.4pp | 2041.45%-1889.7pp |
| Employer contribution / active EE | $4,629 | $1,921+140.9% | $2,689+72.2% | $2,203+110.2% |
| Participant deferral / active EE | $2,819 | $2,400+17.5% | $3,162-10.8% | $3,192-11.7% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |