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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 | $14,055 | $40,275-65.1% | $57,356-75.5% | $59,633-76.4% |
| Participation rate | 93.8% | 69.1%+24.6pp | 75.1%+18.7pp | 68.7%+25.1pp |
| Annual return | 0.31% | 27.52%-27.2pp | 24.41%-24.1pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $4,175 | $1,921+117.3% | $2,689+55.3% | $2,203+89.5% |
| Participant deferral / active EE | $2,356 | $2,400-1.8% | $3,162-25.5% | $3,192-26.2% |
| Admin fee / account holder | $32 | $2,820-98.9% | $3,357-99.0% | $4,297-99.3% |