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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $110,831 | $39,132+183.2% | $57,196+93.8% | $62,881+76.3% |
| Participation rate | 80.3% | 70.5%+9.8pp | 75.3%+4.9pp | 69.3%+11.0pp |
| Annual return | 5.92% | 9.24%-3.3pp | 14.59%-8.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,165 | $1,874+15.5% | $2,683-19.3% | $2,281-5.1% |
| Participant deferral / active EE | $4,930 | $2,374+107.6% | $3,096+59.2% | $3,203+53.9% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |