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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 | $20,801 | $55,453-62.5% | $170,435-87.8% | $62,293-66.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.19% | 21.38%-4.2pp | 205.94%-188.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $815 | $2,164-62.3% | $5,432-85.0% | $2,042-60.1% |
| Participant deferral / active EE | $1,454 | $2,303-36.9% | $4,939-70.6% | $3,169-54.1% |
| Admin fee / account holder | $33 | $455-92.7% | $13,881-99.8% | $479-93.1% |