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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 | $119,904 | $60,454+98.3% | $81,844+46.5% | $74,459+61.0% |
| Participation rate | 93.1% | 63.0%+30.2pp | 72.4%+20.7pp | 67.2%+25.9pp |
| Annual return | 14.35% | 16.87%-2.5pp | 778.87%-764.5pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $8,193 | $2,630+211.6% | $2,916+180.9% | $2,626+212.0% |
| Participant deferral / active EE | $1,932 | $3,398-43.1% | $4,323-55.3% | $4,350-55.6% |
| Admin fee / account holder | $0 | $1,490-100.0% | $7,355-100.0% | $1,945-100.0% |