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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 | $36,751 | $52,961-30.6% | $172,752-78.7% | $65,185-43.6% |
| Participation rate | 79.5% | 66.2%+13.3pp | 82.6%-3.2pp | 70.2%+9.3pp |
| Annual return | 22.16% | 30.12%-8.0pp | 802.97%-780.8pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,675 | $2,190-23.5% | $5,144-67.4% | $2,177-23.1% |
| Participant deferral / active EE | $2,634 | $2,471+6.6% | $5,198-49.3% | $3,514-25.0% |
| Admin fee / account holder | $265 | $472-44.0% | $13,955-98.1% | $847-68.8% |