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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 | $74,028 | $48,314+53.2% | $67,561+9.6% | $80,925-8.5% |
| Participation rate | 93.6% | 66.4%+27.2pp | 72.9%+20.7pp | 67.7%+26.0pp |
| Annual return | 12.95% | 18.28%-5.3pp | 3525.44%-3512.5pp | 35.65%-22.7pp |
| Employer contribution / active EE | $2,872 | $2,022+42.1% | $2,735+5.0% | $2,756+4.2% |
| Participant deferral / active EE | $2,872 | $2,927-1.9% | $4,003-28.3% | $4,299-33.2% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |