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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 | $30,882 | $64,176-51.9% | $112,263-72.5% | $66,949-53.9% |
| Participation rate | 99.2% | 68.4%+30.8pp | 75.1%+24.2pp | 69.8%+29.4pp |
| Annual return | 23.26% | -13.80%+37.1pp | 27.49%-4.2pp | 1.57%+21.7pp |
| Employer contribution / active EE | $2,071 | $3,007-31.1% | $3,636-43.0% | $2,545-18.6% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |