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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 | $74,049 | $45,050+64.4% | $63,018+17.5% | $70,126+5.6% |
| Participation rate | 97.5% | 69.5%+28.0pp | 74.8%+22.7pp | 69.5%+28.0pp |
| Annual return | 12.45% | 18.76%-6.3pp | 87.62%-75.2pp | 73.15%-60.7pp |
| Employer contribution / active EE | $817 | $2,052-60.2% | $2,761-70.4% | $2,343-65.1% |
| Participant deferral / active EE | $1,251 | $2,466-49.2% | $3,330-62.4% | $3,332-62.4% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |