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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 | $18,460 | $52,467-64.8% | $57,196-67.7% | $55,167-66.5% |
| Participation rate | 95.3% | 75.8%+19.5pp | 75.3%+20.0pp | 69.0%+26.3pp |
| Annual return | 7.92% | 7.72%+0.2pp | 14.59%-6.7pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,662 | $2,477-32.9% | $2,683-38.1% | $1,963-15.3% |
| Participant deferral / active EE | $1,069 | $2,830-62.2% | $3,096-65.5% | $3,054-65.0% |
| Admin fee / account holder | $134 | $269-50.2% | $3,141-95.7% | $504-73.4% |