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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 | $61,803 | $56,197+10.0% | $67,652-8.6% | $59,633+3.6% |
| Participation rate | 83.9% | 71.5%+12.4pp | 75.7%+8.2pp | 68.7%+15.2pp |
| Annual return | -0.76% | 18508.10%-18508.9pp | 6625.40%-6626.2pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,827 | $1,615+13.2% | $2,266-19.3% | $2,203-17.0% |
| Participant deferral / active EE | $3,376 | $2,844+18.7% | $3,560-5.2% | $3,192+5.8% |
| Admin fee / account holder | $200 | $3,958-95.0% | $4,821-95.9% | $4,297-95.4% |