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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 | $73,908 | $39,132+88.9% | $57,196+29.2% | $62,881+17.5% |
| Participation rate | 93.3% | 70.5%+22.8pp | 75.3%+17.9pp | 69.3%+24.0pp |
| Annual return | 6.41% | 9.24%-2.8pp | 14.59%-8.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,048 | $1,874+62.6% | $2,683+13.6% | $2,281+33.6% |
| Participant deferral / active EE | $2,820 | $2,374+18.8% | $3,096-8.9% | $3,203-12.0% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |