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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 | $42,321 | $100,801-58.0% | $149,730-71.7% | $73,412-42.4% |
| Participation rate | 93.8% | 77.7%+16.2pp | 82.5%+11.4pp | 72.2%+21.7pp |
| Annual return | 68.16% | 265.34%-197.2pp | 276.70%-208.5pp | 59.30%+8.9pp |
| Employer contribution / active EE | $9,489 | $3,312+186.5% | $4,645+104.3% | $2,234+324.8% |
| Participant deferral / active EE | $14,348 | $6,404+124.0% | $6,843+109.7% | $3,806+277.0% |
| Admin fee / account holder | $19 | $181-89.7% | $9,310-99.8% | $158-88.2% |