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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 | $214,149 | $52,961+304.3% | $172,752+24.0% | $65,185+228.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.32% | 30.12%-7.8pp | 802.97%-780.6pp | 29.38%-7.1pp |
| Employer contribution / active EE | $8,912 | $2,190+306.9% | $5,144+73.2% | $2,177+309.4% |
| Participant deferral / active EE | $6,451 | $2,471+161.1% | $5,198+24.1% | $3,514+83.6% |
| Admin fee / account holder | $38 | $472-92.0% | $13,955-99.7% | $847-95.6% |