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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $17,604 | $46,173-61.9% | $170,435-89.7% | $69,631-74.7% |
| Participation rate | 97.1% | 63.9%+33.2pp | 83.6%+13.5pp | 70.7%+26.4pp |
| Annual return | 1577.62% | 21.62%+1556.0pp | 205.94%+1371.7pp | 27571.02%-25993.4pp |
| Employer contribution / active EE | $1,935 | $1,610+20.2% | $5,432-64.4% | $2,032-4.8% |
| Participant deferral / active EE | $3,647 | $2,080+75.3% | $4,939-26.2% | $3,224+13.1% |
| Admin fee / account holder | $32 | $116-72.4% | $13,881-99.8% | $110-71.0% |