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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 | $75,422 | $46,596+61.9% | $64,099+17.7% | $75,181+0.3% |
| Participation rate | 98.5% | 65.9%+32.6pp | 72.3%+26.2pp | 67.2%+31.3pp |
| Annual return | 130.43% | 26.04%+104.4pp | 33.70%+96.7pp | 160.69%-30.3pp |
| Employer contribution / active EE | $5,480 | $1,975+177.5% | $2,748+99.4% | $2,671+105.2% |
| Participant deferral / active EE | $5,283 | $2,837+86.2% | $3,881+36.1% | $4,126+28.0% |
| Admin fee / account holder | $7 | $2,954-99.8% | $3,070-99.8% | $5,650-99.9% |