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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 | $31,927 | $75,183-57.5% | $123,894-74.2% | $55,167-42.1% |
| Participation rate | 80.7% | 72.8%+7.9pp | 81.4%-0.7pp | 69.0%+11.7pp |
| Annual return | 53.30% | 19.01%+34.3pp | 47.52%+5.8pp | 169.23%-115.9pp |
| Employer contribution / active EE | $4,641 | $2,823+64.4% | $4,617+0.5% | $1,963+136.5% |
| Participant deferral / active EE | $8,047 | $5,084+58.3% | $5,984+34.5% | $3,054+163.5% |
| Admin fee / account holder | $10 | $663-98.5% | $8,357-99.9% | $504-98.0% |