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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 | $126,436 | $55,002+129.9% | $59,883+111.1% | $56,287+124.6% |
| Participation rate | 91.5% | 75.9%+15.6pp | 74.7%+16.8pp | 69.9%+21.7pp |
| Annual return | -4.58% | 1.13%-5.7pp | 3.46%-8.0pp | -9.96%+5.4pp |
| Employer contribution / active EE | $7,156 | $2,448+192.3% | $2,722+162.9% | $2,111+239.0% |
| Participant deferral / active EE | $8,827 | $3,121+182.8% | $3,402+159.5% | $3,350+163.5% |
| Admin fee / account holder | $100 | $236-57.8% | $3,591-97.2% | $521-80.9% |