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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 | $19,941 | $46,360-57.0% | $147,617-86.5% | $52,331-61.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 1.40% | 1.62%-0.2pp | 61.98%-60.6pp | 4.54%-3.1pp |
| Employer contribution / active EE | $488 | $2,126-77.0% | $5,564-91.2% | $1,882-74.0% |
| Participant deferral / active EE | $3,599 | $2,258+59.4% | $4,895-26.5% | $3,022+19.1% |
| Admin fee / account holder | $15 | $766-98.1% | $11,612-99.9% | $592-97.5% |