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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 | $45,405 | $39,132+16.0% | $57,196-20.6% | $62,881-27.8% |
| Participation rate | 97.1% | 70.5%+26.6pp | 75.3%+21.8pp | 69.3%+27.8pp |
| Annual return | 6.52% | 9.24%-2.7pp | 14.59%-8.1pp | 20.14%-13.6pp |
| Employer contribution / active EE | $6,422 | $1,874+242.7% | $2,683+139.4% | $2,281+181.6% |
| Participant deferral / active EE | $5,714 | $2,374+140.7% | $3,096+84.5% | $3,203+78.4% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |