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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 | $111,065 | $46,732+137.7% | $156,551-29.1% | $55,167+101.3% |
| Participation rate | 99.2% | 65.8%+33.4pp | 84.0%+15.2pp | 69.0%+30.2pp |
| Annual return | 6.16% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $8,928 | $2,105+324.1% | $5,501+62.3% | $1,963+354.9% |
| Participant deferral / active EE | $6,313 | $2,204+186.4% | $4,871+29.6% | $3,054+106.7% |
| Admin fee / account holder | $88 | $418-78.9% | $13,028-99.3% | $504-82.5% |