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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 | $146,521 | $51,769+183.0% | $57,356+155.5% | $52,331+180.0% |
| Participation rate | 98.7% | 75.2%+23.5pp | 75.1%+23.6pp | 68.1%+30.6pp |
| Annual return | 2.36% | 2.43%-0.1pp | 24.41%-22.0pp | 4.54%-2.2pp |
| Employer contribution / active EE | $7,540 | $2,335+222.9% | $2,689+180.4% | $1,882+300.7% |
| Participant deferral / active EE | $5,786 | $2,794+107.1% | $3,162+83.0% | $3,022+91.4% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |