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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 | $103,963 | $60,795+71.0% | $69,461+49.7% | $65,185+59.5% |
| Participation rate | 99.5% | 74.9%+24.7pp | 74.6%+24.9pp | 70.2%+29.3pp |
| Annual return | 18.59% | 17.46%+1.1pp | 28.97%-10.4pp | 29.38%-10.8pp |
| Employer contribution / active EE | $3,691 | $2,452+50.5% | $2,779+32.8% | $2,177+69.6% |
| Participant deferral / active EE | $4,693 | $3,162+48.4% | $3,536+32.7% | $3,514+33.6% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |