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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 | $17,420 | $62,928-72.3% | $172,753-89.9% | $67,582-74.2% |
| Participation rate | 95.0% | 64.5%+30.5pp | 82.6%+12.3pp | 71.3%+23.7pp |
| Annual return | 17.50% | 30.36%-12.9pp | 803.00%-785.5pp | 378.57%-361.1pp |
| Employer contribution / active EE | $1,886 | $1,636+15.3% | $5,144-63.3% | $2,148-12.2% |
| Participant deferral / active EE | $1,042 | $2,145-51.4% | $5,198-80.0% | $3,539-70.6% |
| Admin fee / account holder | $23 | $167-86.3% | $13,956-99.8% | $142-84.0% |