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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 | $45,233 | $75,183-39.8% | $123,894-63.5% | $55,167-18.0% |
| Participation rate | 89.6% | 72.8%+16.8pp | 81.4%+8.2pp | 69.0%+20.6pp |
| Annual return | 8.72% | 19.01%-10.3pp | 47.52%-38.8pp | 169.23%-160.5pp |
| Employer contribution / active EE | $790 | $2,823-72.0% | $4,617-82.9% | $1,963-59.7% |
| Participant deferral / active EE | $5,501 | $5,084+8.2% | $5,984-8.1% | $3,054+80.1% |
| Admin fee / account holder | $10 | $663-98.4% | $8,357-99.9% | $504-98.0% |