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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 | $99,412 | $46,360+114.4% | $147,617-32.7% | $52,331+90.0% |
| Participation rate | 99.2% | 64.9%+34.3pp | 84.6%+14.6pp | 68.1%+31.1pp |
| Annual return | -0.55% | 1.62%-2.2pp | 61.98%-62.5pp | 4.54%-5.1pp |
| Employer contribution / active EE | $9,273 | $2,126+336.1% | $5,564+66.6% | $1,882+392.8% |
| Participant deferral / active EE | $6,238 | $2,258+176.3% | $4,895+27.4% | $3,022+106.4% |
| Admin fee / account holder | $97 | $766-87.3% | $11,612-99.2% | $592-83.6% |