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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 | $16,113 | $46,732-65.5% | $156,551-89.7% | $55,167-70.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 7.50% | 17.72%-10.2pp | 32.23%-24.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $695 | $2,105-67.0% | $5,501-87.4% | $1,963-64.6% |
| Participant deferral / active EE | $1,315 | $2,204-40.3% | $4,871-73.0% | $3,054-56.9% |
| Admin fee / account holder | $29 | $418-93.1% | $13,028-99.8% | $504-94.3% |