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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 | $65,758 | $39,132+68.0% | $57,196+15.0% | $62,881+4.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 1.96% | 9.24%-7.3pp | 14.59%-12.6pp | 20.14%-18.2pp |
| Employer contribution / active EE | $964 | $1,874-48.5% | $2,683-64.1% | $2,281-57.7% |
| Participant deferral / active EE | $1,645 | $2,374-30.7% | $3,096-46.9% | $3,203-48.7% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |