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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 | $39,017 | $45,041-13.4% | $63,003-38.1% | $70,131-44.4% |
| Participation rate | 71.4% | 69.5%+1.9pp | 74.8%-3.4pp | 69.5%+1.9pp |
| Annual return | 13.82% | 18.76%-4.9pp | 87.59%-73.8pp | 73.14%-59.3pp |
| Employer contribution / active EE | $380 | $2,052-81.5% | $2,760-86.2% | $2,342-83.8% |
| Participant deferral / active EE | $1,270 | $2,465-48.5% | $3,329-61.9% | $3,332-61.9% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |