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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 | $19,637 | $47,977-59.1% | $154,108-87.3% | $56,289-65.1% |
| Participation rate | 98.3% | 66.2%+32.1pp | 83.0%+15.2pp | 69.9%+28.4pp |
| Annual return | -2.88% | 3.54%-6.4pp | 735.21%-738.1pp | -9.96%+7.1pp |
| Employer contribution / active EE | $2,271 | $2,169+4.7% | $5,298-57.1% | $2,111+7.6% |
| Participant deferral / active EE | $1,254 | $2,392-47.6% | $5,081-75.3% | $3,350-62.6% |
| Admin fee / account holder | $18 | $438-95.9% | $13,411-99.9% | $521-96.5% |