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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 | $106,524 | $65,322+63.1% | $70,494+51.1% | $73,497+44.9% |
| Participation rate | 98.5% | 77.0%+21.6pp | 75.1%+23.5pp | 70.7%+27.8pp |
| Annual return | 12.06% | 15.71%-3.6pp | 109.16%-97.1pp | 28.51%-16.4pp |
| Employer contribution / active EE | $3,946 | $2,460+60.4% | $2,738+44.1% | $2,270+73.8% |
| Participant deferral / active EE | $4,967 | $3,375+47.2% | $3,711+33.9% | $3,740+32.8% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |