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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 | $92,364 | $39,132+136.0% | $57,196+61.5% | $62,881+46.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.20% | 9.24%-2.0pp | 14.59%-7.4pp | 20.14%-12.9pp |
| Employer contribution / active EE | $4,569 | $1,874+143.8% | $2,683+70.3% | $2,281+100.3% |
| Participant deferral / active EE | $3,887 | $2,374+63.7% | $3,096+25.5% | $3,203+21.3% |
| Admin fee / account holder | $3 | $2,594-99.9% | $3,141-99.9% | $4,296-99.9% |