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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 | $60,388 | $74,552-19.0% | $63,003-4.2% | $69,631-13.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 14.26% | 15.77%-1.5pp | 87.59%-73.3pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $2,370 | $2,929-19.1% | $2,760-14.1% | $2,032+16.6% |
| Participant deferral / active EE | $3,048 | $2,974+2.5% | $3,329-8.5% | $3,224-5.5% |
| Admin fee / account holder | $5 | $59-91.5% | $3,600-99.9% | $110-95.4% |