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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,136 | $55,470+17.4% | $155,556-58.1% | $74,478-12.5% |
| Participation rate | 96.8% | 61.9%+34.9pp | 78.2%+18.6pp | 67.2%+29.6pp |
| Annual return | 66.09% | 269.80%-203.7pp | 64.84%+1.3pp | 1370.56%-1304.5pp |
| Employer contribution / active EE | $7,068 | $2,267+211.8% | $4,675+51.2% | $2,626+169.1% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,744-100.0% | $15,885-100.0% | $1,946-100.0% |