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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 | $15,140 | $38,925-61.1% | $73,835-79.5% | $55,191-72.6% |
| Participation rate | 97.6% | 66.0%+31.6pp | 73.4%+24.2pp | 69.2%+28.5pp |
| Annual return | 65.12% | 6.31%+58.8pp | 2268.13%-2203.0pp | 10.78%+54.3pp |
| Employer contribution / active EE | $954 | $1,695-43.7% | $2,788-65.8% | $1,899-49.8% |
| Participant deferral / active EE | $1,991 | $2,351-15.3% | $3,583-44.4% | $3,046-34.6% |
| Admin fee / account holder | $6 | $83-92.5% | $4,880-99.9% | $91-93.2% |