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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 | $37,224 | $75,183-50.5% | $123,894-70.0% | $55,167-32.5% |
| Participation rate | 88.2% | 72.8%+15.4pp | 81.4%+6.8pp | 69.0%+19.2pp |
| Annual return | 10.33% | 19.01%-8.7pp | 47.52%-37.2pp | 169.23%-158.9pp |
| Employer contribution / active EE | $2,888 | $2,823+2.3% | $4,617-37.4% | $1,963+47.2% |
| Participant deferral / active EE | $4,776 | $5,084-6.1% | $5,984-20.2% | $3,054+56.4% |
| Admin fee / account holder | $46 | $663-93.0% | $8,357-99.4% | $504-90.8% |