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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 | $68,042 | $48,327+40.8% | $67,575+0.7% | $80,935-15.9% |
| Participation rate | 82.7% | 66.4%+16.3pp | 72.9%+9.8pp | 67.7%+15.0pp |
| Annual return | 14.39% | 18.31%-3.9pp | 3528.98%-3514.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,625 | $2,022+29.8% | $2,736-4.0% | $2,757-4.8% |
| Participant deferral / active EE | $2,457 | $2,927-16.1% | $4,003-38.6% | $4,299-42.9% |
| Admin fee / account holder | $0 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |