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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 | $41,307 | $54,237-23.8% | $90,324-54.3% | $67,582-38.9% |
| Participation rate | 96.9% | 68.6%+28.3pp | 73.3%+23.6pp | 71.3%+25.6pp |
| Annual return | 20.65% | 37.27%-16.6pp | 78.15%-57.5pp | 378.57%-357.9pp |
| Employer contribution / active EE | $2,408 | $1,846+30.4% | $2,856-15.7% | $2,148+12.1% |
| Participant deferral / active EE | $2,939 | $2,625+12.0% | $3,885-24.4% | $3,539-17.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,356-100.0% | $142-100.0% |