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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 | $46,401 | $39,132+18.6% | $57,196-18.9% | $62,881-26.2% |
| Participation rate | 93.3% | 70.5%+22.9pp | 75.3%+18.0pp | 69.3%+24.0pp |
| Annual return | 5.94% | 9.24%-3.3pp | 14.59%-8.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $637 | $1,874-66.0% | $2,683-76.3% | $2,281-72.1% |
| Participant deferral / active EE | $4,674 | $2,374+96.9% | $3,096+51.0% | $3,203+45.9% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |