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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 | $73,449 | $52,467+40.0% | $57,196+28.4% | $55,167+33.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 5.57% | 7.72%-2.2pp | 14.59%-9.0pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,690 | $2,477-31.8% | $2,683-37.0% | $1,963-13.9% |
| Participant deferral / active EE | $1,709 | $2,830-39.6% | $3,096-44.8% | $3,054-44.0% |
| Admin fee / account holder | $2 | $269-99.4% | $3,141-99.9% | $504-99.7% |