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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 | $82,810 | $72,273+14.6% | $101,275-18.2% | $79,856+3.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.68% | 22.30%-8.6pp | 46.48%-32.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $13,502 | $2,691+401.7% | $3,660+268.9% | $2,471+446.4% |
| Participant deferral / active EE | $3,486 | $3,282+6.2% | $4,371-20.2% | $3,741-6.8% |
| Admin fee / account holder | $69 | $4,401-98.4% | $5,948-98.8% | $5,306-98.7% |