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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 | $18,271 | $44,221-58.7% | $121,220-84.9% | $56,289-67.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 71.8%+28.2pp | 69.9%+30.1pp |
| Annual return | -2.68% | -3.58%+0.9pp | 16.94%-19.6pp | -9.96%+7.3pp |
| Employer contribution / active EE | $1,677 | $1,480+13.3% | $4,023-58.3% | $2,111-20.6% |
| Participant deferral / active EE | $2,386 | $2,521-5.3% | $3,345-28.7% | $3,350-28.8% |
| Admin fee / account holder | $14 | $480-97.1% | $5,021-99.7% | $521-97.3% |