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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 | $23,883 | $36,916-35.3% | $156,551-84.7% | $57,658-58.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 6.07% | 12.38%-6.3pp | 32.23%-26.2pp | 5.13%+0.9pp |
| Employer contribution / active EE | $424 | $1,571-73.0% | $5,501-92.3% | $1,974-78.5% |
| Participant deferral / active EE | $2,751 | $1,926+42.8% | $4,871-43.5% | $3,061-10.1% |
| Admin fee / account holder | $10 | $82-88.1% | $13,028-99.9% | $95-89.6% |