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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,388 | $73,863-42.6% | $143,797-70.5% | $68,490-38.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.80% | 0.91%-14.7pp | -0.04%-13.8pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,817 | $3,185-43.0% | $4,952-63.3% | $2,597-30.0% |
| Participant deferral / active EE | $2,792 | $3,385-17.5% | $5,638-50.5% | $4,028-30.7% |
| Admin fee / account holder | $0 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |