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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 | $45,690 | $50,666-9.8% | $76,657-40.4% | $65,185-29.9% |
| Participation rate | 76.7% | 68.8%+7.9pp | 72.1%+4.6pp | 70.2%+6.5pp |
| Annual return | 20.01% | 28.51%-8.5pp | 1166.74%-1146.7pp | 29.38%-9.4pp |
| Employer contribution / active EE | $830 | $1,575-47.3% | $2,303-64.0% | $2,177-61.9% |
| Participant deferral / active EE | $3,224 | $2,647+21.8% | $3,335-3.4% | $3,514-8.3% |
| Admin fee / account holder | $91 | $463-80.4% | $6,423-98.6% | $847-89.3% |