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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $414,424 | $75,183+451.2% | $123,894+234.5% | $55,167+651.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 9.26% | 19.01%-9.8pp | 47.52%-38.3pp | 169.23%-160.0pp |
| Employer contribution / active EE | $14,845 | $2,823+425.8% | $4,617+221.5% | $1,963+656.4% |
| Participant deferral / active EE | $11,587 | $5,084+127.9% | $5,984+93.6% | $3,054+279.4% |
| Admin fee / account holder | $4 | $663-99.3% | $8,357-99.9% | $504-99.1% |