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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 | $82,679 | $51,769+59.7% | $57,356+44.2% | $52,331+58.0% |
| Participation rate | 82.9% | 75.2%+7.6pp | 75.1%+7.8pp | 68.1%+14.8pp |
| Annual return | 1.85% | 2.43%-0.6pp | 24.41%-22.6pp | 4.54%-2.7pp |
| Employer contribution / active EE | $5,112 | $2,335+118.9% | $2,689+90.1% | $1,882+171.7% |
| Participant deferral / active EE | $5,136 | $2,794+83.8% | $3,162+62.5% | $3,022+70.0% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |