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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 | $22,315 | $57,976-61.5% | $63,018-64.6% | $62,293-64.2% |
| Participation rate | 80.7% | 75.9%+4.8pp | 74.8%+5.9pp | 69.5%+11.2pp |
| Annual return | 17.88% | 17.54%+0.3pp | 87.62%-69.7pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,330 | $2,415-44.9% | $2,761-51.8% | $2,042-34.9% |
| Participant deferral / active EE | $1,306 | $2,956-55.8% | $3,330-60.8% | $3,169-58.8% |
| Admin fee / account holder | $19 | $276-93.3% | $3,601-99.5% | $479-96.1% |