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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 | $73,560 | $45,050+63.3% | $63,018+16.7% | $70,126+4.9% |
| Participation rate | 98.9% | 69.5%+29.3pp | 74.8%+24.0pp | 69.5%+29.3pp |
| Annual return | 13.70% | 18.76%-5.1pp | 87.62%-73.9pp | 73.15%-59.5pp |
| Employer contribution / active EE | $3,949 | $2,052+92.5% | $2,761+43.0% | $2,343+68.6% |
| Participant deferral / active EE | $6,020 | $2,466+144.2% | $3,330+80.8% | $3,332+80.7% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |