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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 | $52,808 | $57,976-8.9% | $63,018-16.2% | $62,293-15.2% |
| Participation rate | 97.9% | 75.9%+21.9pp | 74.8%+23.1pp | 69.5%+28.4pp |
| Annual return | 12.28% | 17.54%-5.3pp | 87.62%-75.3pp | 28.90%-16.6pp |
| Employer contribution / active EE | $3,101 | $2,415+28.4% | $2,761+12.3% | $2,042+51.9% |
| Participant deferral / active EE | $4,088 | $2,956+38.3% | $3,330+22.8% | $3,169+29.0% |
| Admin fee / account holder | $1 | $276-99.6% | $3,601-100.0% | $479-99.7% |