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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,555 | $45,343+75.5% | $150,298-47.1% | $67,986+17.0% |
| Participation rate | 94.6% | 51.9%+42.8pp | 77.8%+16.9pp | 57.2%+37.4pp |
| Annual return | 41.17% | 33.28%+7.9pp | 62.79%-21.6pp | 31.67%+9.5pp |
| Employer contribution / active EE | $6,796 | $1,462+364.9% | $4,154+63.6% | $2,019+236.7% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $2,250-100.0% | $14,116-100.0% | $3,203-100.0% |