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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 | $16,941 | $46,732-63.7% | $156,551-89.2% | $55,167-69.3% |
| Participation rate | 88.3% | 65.8%+22.5pp | 84.0%+4.3pp | 69.0%+19.3pp |
| Annual return | 9.02% | 17.72%-8.7pp | 32.23%-23.2pp | 169.23%-160.2pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,286 | $2,204+3.7% | $4,871-53.1% | $3,054-25.1% |
| Admin fee / account holder | $3 | $418-99.2% | $13,028-100.0% | $504-99.3% |