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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 | $45,041+64.4% | $63,003+17.5% | $70,131+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 | 87.59%-75.1pp | 73.14%-60.7pp |
| Employer contribution / active EE | $817 | $2,052-60.2% | $2,760-70.4% | $2,342-65.1% |
| Participant deferral / active EE | $1,251 | $2,465-49.2% | $3,329-62.4% | $3,332-62.4% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |