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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 | $50,302 | $41,854+20.2% | $73,836-31.9% | $52,331-3.9% |
| Participation rate | 98.3% | 66.2%+32.1pp | 73.4%+24.9pp | 68.1%+30.2pp |
| Annual return | 0.82% | 2.11%-1.3pp | 2268.06%-2267.2pp | 4.54%-3.7pp |
| Employer contribution / active EE | $6,104 | $1,920+217.9% | $2,787+119.0% | $1,882+224.4% |
| Participant deferral / active EE | $2,451 | $2,498-1.9% | $3,583-31.6% | $3,022-18.9% |
| Admin fee / account holder | $7 | $493-98.6% | $4,882-99.9% | $592-98.8% |