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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 | $133,911 | $83,884+59.6% | $64,099+108.9% | $74,440+79.9% |
| Participation rate | 99.2% | 76.6%+22.6pp | 72.3%+26.9pp | 70.7%+28.5pp |
| Annual return | 15.03% | 16.57%-1.5pp | 33.70%-18.7pp | 34.37%-19.3pp |
| Employer contribution / active EE | $6,617 | $3,084+114.6% | $2,748+140.8% | $2,638+150.9% |
| Participant deferral / active EE | $4,215 | $3,692+14.2% | $3,881+8.6% | $4,529-6.9% |
| Admin fee / account holder | $55 | $196-71.9% | $3,070-98.2% | $348-84.1% |