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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 | $15,019 | $55,453-72.9% | $170,435-91.2% | $62,293-75.9% |
| Participation rate | 84.9% | 66.4%+18.6pp | 83.6%+1.3pp | 69.5%+15.4pp |
| Annual return | 117.58% | 21.38%+96.2pp | 205.94%-88.4pp | 28.90%+88.7pp |
| Employer contribution / active EE | $2,013 | $2,164-7.0% | $5,432-62.9% | $2,042-1.4% |
| Participant deferral / active EE | $3,449 | $2,303+49.8% | $4,939-30.2% | $3,169+8.8% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |