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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 | $86,982 | $52,467+65.8% | $57,196+52.1% | $55,167+57.7% |
| Participation rate | 99.2% | 75.8%+23.4pp | 75.3%+23.9pp | 69.0%+30.2pp |
| Annual return | 5.75% | 7.72%-2.0pp | 14.59%-8.8pp | 169.23%-163.5pp |
| Employer contribution / active EE | $3,153 | $2,477+27.3% | $2,683+17.5% | $1,963+60.6% |
| Participant deferral / active EE | $3,018 | $2,830+6.6% | $3,096-2.5% | $3,054-1.2% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |