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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 | $52,661 | $155,795-66.2% | $136,298-61.4% | $69,631-24.4% |
| Participation rate | 83.7% | 75.2%+8.5pp | 81.9%+1.8pp | 70.7%+13.0pp |
| Annual return | 0.00% | 232464.33%-232464.3pp | 5156.27%-5156.3pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $2,025 | $2,991-32.3% | $4,696-56.9% | $2,032-0.3% |
| Participant deferral / active EE | $2,678 | $5,394-50.4% | $6,247-57.1% | $3,224-16.9% |
| Admin fee / account holder | $1 | $128-99.4% | $9,244-100.0% | $110-99.3% |