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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 | $63,972 | $45,082+41.9% | $69,464-7.9% | $72,975-12.3% |
| Participation rate | 72.7% | 68.5%+4.2pp | 74.6%-1.9pp | 69.5%+3.2pp |
| Annual return | 18.22% | 22.66%-4.4pp | 28.98%-10.8pp | 81.01%-62.8pp |
| Employer contribution / active EE | $3,392 | $2,055+65.0% | $2,779+22.0% | $2,440+39.0% |
| Participant deferral / active EE | $2,938 | $2,604+12.8% | $3,536-16.9% | $3,608-18.6% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |