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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 | $67,467 | $91,198-26.0% | $178,503-62.2% | $79,856-15.5% |
| Participation rate | 98.2% | 69.2%+29.0pp | 81.9%+16.3pp | 69.6%+28.6pp |
| Annual return | 11.92% | 24.20%-12.3pp | 151.12%-139.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,512 | $3,257-53.6% | $5,011-69.8% | $2,471-38.8% |
| Participant deferral / active EE | $2,836 | $3,237-12.4% | $5,202-45.5% | $3,741-24.2% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |