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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 | $79,415 | $57,976+37.0% | $63,005+26.0% | $62,293+27.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.39% | 17.54%-5.2pp | 87.59%-75.2pp | 28.90%-16.5pp |
| Employer contribution / active EE | $5,226 | $2,415+116.4% | $2,760+89.3% | $2,042+155.9% |
| Participant deferral / active EE | $5,370 | $2,956+81.7% | $3,329+61.3% | $3,169+69.4% |
| Admin fee / account holder | $0 | $276-100.0% | $3,599-100.0% | $479-100.0% |