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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 | $27,793 | $37,117-25.1% | $147,618-81.2% | $55,191-49.6% |
| Participation rate | 73.8% | 63.6%+10.2pp | 84.6%-10.8pp | 69.2%+4.6pp |
| Annual return | -0.23% | 3.44%-3.7pp | 61.98%-62.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $3,056 | $1,620+88.6% | $5,565-45.1% | $1,899+61.0% |
| Participant deferral / active EE | $2,622 | $1,985+32.0% | $4,895-46.4% | $3,046-13.9% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |