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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 | $47,228 | $43,333+9.0% | $59,883-21.1% | $64,181-26.4% |
| Participation rate | 96.6% | 69.2%+27.4pp | 74.7%+21.9pp | 69.6%+27.0pp |
| Annual return | -4.00% | -1.55%-2.4pp | 3.46%-7.5pp | 7.63%-11.6pp |
| Employer contribution / active EE | $6,923 | $2,029+241.1% | $2,722+154.3% | $2,381+190.8% |
| Participant deferral / active EE | $6,501 | $2,547+155.3% | $3,402+91.1% | $3,470+87.4% |
| Admin fee / account holder | $0 | $3,006-100.0% | $3,591-100.0% | $4,887-100.0% |