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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 | $57,114 | $88,122-35.2% | $141,197-59.6% | $67,582-15.5% |
| Participation rate | 86.1% | 76.5%+9.7pp | 82.5%+3.7pp | 71.3%+14.8pp |
| Annual return | 46.61% | 75.40%-28.8pp | 71.41%-24.8pp | 378.57%-332.0pp |
| Employer contribution / active EE | $4,936 | $3,224+53.1% | $4,736+4.2% | $2,148+129.8% |
| Participant deferral / active EE | $7,135 | $5,958+19.8% | $6,710+6.3% | $3,539+101.6% |
| Admin fee / account holder | $2 | $131-98.3% | $10,265-100.0% | $142-98.4% |