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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 | $25,593 | $46,360-44.8% | $147,618-82.7% | $52,331-51.1% |
| Participation rate | 82.5% | 64.9%+17.5pp | 84.6%-2.2pp | 68.1%+14.4pp |
| Annual return | 2.37% | 1.62%+0.7pp | 61.98%-59.6pp | 4.54%-2.2pp |
| Employer contribution / active EE | $541 | $2,126-74.5% | $5,565-90.3% | $1,882-71.2% |
| Participant deferral / active EE | $1,537 | $2,258-31.9% | $4,895-68.6% | $3,022-49.2% |
| Admin fee / account holder | $22 | $766-97.1% | $11,612-99.8% | $592-96.3% |