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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $68,173 | $71,192-4.2% | $117,861-42.2% | $62,293+9.4% |
| Participation rate | 98.7% | 74.2%+24.5pp | 79.7%+19.1pp | 69.5%+29.2pp |
| Annual return | 38.57% | 18.66%+19.9pp | 335.11%-296.5pp | 28.90%+9.7pp |
| Employer contribution / active EE | $4,234 | $1,934+119.0% | $3,786+11.8% | $2,042+107.3% |
| Participant deferral / active EE | $4,940 | $3,189+54.9% | $4,482+10.2% | $3,169+55.9% |
| Admin fee / account holder | $6 | $587-98.9% | $8,021-99.9% | $479-98.7% |