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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 | $97,981 | $72,770+34.6% | $67,652+44.8% | $55,191+77.5% |
| Participation rate | 85.1% | 78.8%+6.3pp | 75.7%+9.4pp | 69.2%+15.9pp |
| Annual return | -0.85% | -3.26%+2.4pp | 6625.40%-6626.2pp | 10.78%-11.6pp |
| Employer contribution / active EE | $9,852 | $1,769+456.8% | $2,266+334.8% | $1,899+418.9% |
| Participant deferral / active EE | $2,823 | $3,408-17.2% | $3,560-20.7% | $3,046-7.3% |
| Admin fee / account holder | $269 | $79+241.2% | $4,821-94.4% | $91+196.2% |