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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 | $30,497 | $45,050-32.3% | $63,018-51.6% | $70,126-56.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.76% | 18.76%-4.0pp | 87.62%-72.9pp | 73.15%-58.4pp |
| Employer contribution / active EE | $3,008 | $2,052+46.6% | $2,761+9.0% | $2,343+28.4% |
| Participant deferral / active EE | $3,329 | $2,466+35.0% | $3,3300% | $3,332-0.1% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |