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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 | $22,636 | $42,909-47.2% | $60,906-62.8% | $68,486-66.9% |
| Participation rate | 91.6% | 66.8%+24.8pp | 73.1%+18.5pp | 67.9%+23.7pp |
| Annual return | -8.07% | -13.99%+5.9pp | 16.94%-25.0pp | -7.85%-0.2pp |
| Employer contribution / active EE | $1,724 | $1,979-12.9% | $2,703-36.2% | $2,597-33.6% |
| Participant deferral / active EE | $1,597 | $2,866-44.3% | $3,814-58.1% | $4,028-60.3% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |