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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 | $88,856 | $74,552+19.2% | $63,018+41.0% | $69,631+27.6% |
| Participation rate | 99.4% | 78.3%+21.1pp | 74.8%+24.6pp | 70.7%+28.7pp |
| Annual return | 14.67% | 15.77%-1.1pp | 87.62%-72.9pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $3,333 | $2,929+13.8% | $2,761+20.7% | $2,032+64.0% |
| Participant deferral / active EE | $4,013 | $2,974+34.9% | $3,330+20.5% | $3,224+24.5% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |