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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 | $233,720 | $52,967+341.3% | $172,753+35.3% | $65,186+258.5% |
| Participation rate | 97.0% | 66.2%+30.8pp | 82.6%+14.4pp | 70.2%+26.8pp |
| Annual return | 15.39% | 30.12%-14.7pp | 803.00%-787.6pp | 29.39%-14.0pp |
| Employer contribution / active EE | $9,959 | $2,190+354.7% | $5,144+93.6% | $2,177+357.5% |
| Participant deferral / active EE | $8,033 | $2,471+225.1% | $5,198+54.6% | $3,514+128.6% |
| Admin fee / account holder | $4 | $472-99.2% | $13,956-100.0% | $847-99.6% |