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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 | $39,874 | $46,100-13.5% | $86,582-53.9% | $69,631-42.7% |
| Participation rate | 99.1% | 67.2%+31.9pp | 73.5%+25.5pp | 70.7%+28.4pp |
| Annual return | 16.98% | 21.02%-4.0pp | 965.08%-948.1pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $2,188 | $1,850+18.3% | $2,839-23.0% | $2,032+7.7% |
| Participant deferral / active EE | $2,438 | $2,432+0.2% | $3,609-32.4% | $3,224-24.4% |
| Admin fee / account holder | $0 | $94-100.0% | $4,904-100.0% | $110-100.0% |