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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 | $13,869 | $46,360-70.1% | $147,617-90.6% | $52,331-73.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.39% | 1.62%-2.0pp | 61.98%-62.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $319 | $2,126-85.0% | $5,564-94.3% | $1,882-83.1% |
| Participant deferral / active EE | $1,182 | $2,258-47.6% | $4,895-75.9% | $3,022-60.9% |
| Admin fee / account holder | $23 | $766-97.0% | $11,612-99.8% | $592-96.1% |