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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 | $17,592 | $38,969-54.9% | $109,313-83.9% | $55,167-68.1% |
| Participation rate | 98.6% | 58.2%+40.4pp | 71.3%+27.4pp | 69.0%+29.6pp |
| Annual return | 11.36% | 8.26%+3.1pp | 22.07%-10.7pp | 169.23%-157.9pp |
| Employer contribution / active EE | $1,756 | $1,227+43.1% | $3,892-54.9% | $1,963-10.5% |
| Participant deferral / active EE | $2,262 | $2,176+4.0% | $3,166-28.6% | $3,054-25.9% |
| Admin fee / account holder | $19 | $501-96.3% | $5,666-99.7% | $504-96.3% |