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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 | $29,966 | $47,977-37.5% | $154,108-80.6% | $56,289-46.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.09% | 3.54%-8.6pp | 735.21%-740.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,511 | $2,169+15.8% | $5,298-52.6% | $2,111+18.9% |
| Participant deferral / active EE | $2,668 | $2,392+11.6% | $5,081-47.5% | $3,350-20.3% |
| Admin fee / account holder | $114 | $438-74.1% | $13,411-99.2% | $521-78.2% |