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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 | $15,465 | $47,977-67.8% | $154,108-90.0% | $56,289-72.5% |
| Participation rate | 82.1% | 66.2%+15.9pp | 83.0%-0.9pp | 69.9%+12.3pp |
| Annual return | -4.52% | 3.54%-8.1pp | 735.21%-739.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,109 | $2,169-48.9% | $5,298-79.1% | $2,111-47.5% |
| Participant deferral / active EE | $1,486 | $2,392-37.9% | $5,081-70.7% | $3,350-55.6% |
| Admin fee / account holder | $39 | $438-91.1% | $13,411-99.7% | $521-92.5% |