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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 | $19,197 | $58,888-67.4% | $178,499-89.2% | $73,493-73.9% |
| Participation rate | 96.2% | 66.2%+29.9pp | 81.9%+14.2pp | 70.7%+25.5pp |
| Annual return | 23.84% | 24.86%-1.0pp | 151.10%-127.3pp | 28.51%-4.7pp |
| Employer contribution / active EE | $1,444 | $2,236-35.4% | $5,011-71.2% | $2,270-36.4% |
| Participant deferral / active EE | $1,495 | $2,568-41.8% | $5,202-71.3% | $3,740-60.0% |
| Admin fee / account holder | $7 | $400-98.3% | $13,986-100.0% | $513-98.7% |