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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 | $70,349 | $63,114+11.5% | $92,915-24.3% | $65,186+7.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 18.25% | 28.75%-10.5pp | 109.45%-91.2pp | 29.39%-11.1pp |
| Employer contribution / active EE | $10,756 | $2,571+318.4% | $3,653+194.4% | $2,177+394.1% |
| Participant deferral / active EE | $2,671 | $3,108-14.1% | $4,238-37.0% | $3,514-24.0% |
| Admin fee / account holder | $54 | $624-91.3% | $5,796-99.1% | $847-93.6% |