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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 | $123,240 | $46,360+165.8% | $147,617-16.5% | $52,331+135.5% |
| Participation rate | 95.0% | 64.9%+30.1pp | 84.6%+10.4pp | 68.1%+26.9pp |
| Annual return | -1.86% | 1.62%-3.5pp | 61.98%-63.8pp | 4.54%-6.4pp |
| Employer contribution / active EE | $16,632 | $2,126+682.2% | $5,564+198.9% | $1,882+783.9% |
| Participant deferral / active EE | $3,076 | $2,258+36.2% | $4,895-37.2% | $3,022+1.8% |
| Admin fee / account holder | $96 | $766-87.5% | $11,612-99.2% | $592-83.8% |