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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 | $27,452 | $45,050-39.1% | $63,018-56.4% | $70,126-60.9% |
| Participation rate | 95.7% | 69.5%+26.1pp | 74.8%+20.8pp | 69.5%+26.1pp |
| Annual return | 12.57% | 18.76%-6.2pp | 87.62%-75.1pp | 73.15%-60.6pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,452 | $2,466+80.6% | $3,330+33.7% | $3,332+33.6% |
| Admin fee / account holder | $30 | $2,834-99.0% | $3,601-99.2% | $4,645-99.4% |