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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 | $110,481 | $45,152+144.7% | $73,836+49.6% | $59,633+85.3% |
| Participation rate | 83.3% | 64.0%+19.3pp | 73.4%+9.9pp | 68.7%+14.7pp |
| Annual return | 2.06% | 27.40%-25.3pp | 2268.06%-2266.0pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $5,483 | $1,901+188.4% | $2,787+96.7% | $2,203+148.9% |
| Participant deferral / active EE | $3,806 | $2,573+47.9% | $3,583+6.2% | $3,192+19.2% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |