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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,496 | $48,327+147.3% | $67,575+76.8% | $80,935+47.6% |
| Participation rate | 98.7% | 66.4%+32.3pp | 72.9%+25.8pp | 67.7%+31.0pp |
| Annual return | 18.11% | 18.31%-0.2pp | 3528.98%-3510.9pp | 35.66%-17.5pp |
| Employer contribution / active EE | $10,839 | $2,022+436.0% | $2,736+296.2% | $2,757+293.2% |
| Participant deferral / active EE | $5,359 | $2,927+83.1% | $4,003+33.9% | $4,299+24.6% |
| Admin fee / account holder | $29 | $3,692-99.2% | $3,993-99.3% | $6,924-99.6% |