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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 | $128,702 | $55,453+132.1% | $170,435-24.5% | $62,293+106.6% |
| Participation rate | 99.3% | 66.4%+32.9pp | 83.6%+15.7pp | 69.5%+29.8pp |
| Annual return | 17.39% | 21.38%-4.0pp | 205.94%-188.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $8,512 | $2,164+293.4% | $5,432+56.7% | $2,042+316.8% |
| Participant deferral / active EE | $5,965 | $2,303+159.0% | $4,939+20.8% | $3,169+88.2% |
| Admin fee / account holder | $78 | $455-82.9% | $13,881-99.4% | $479-83.8% |