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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 | $79,248 | $57,976+36.7% | $63,018+25.8% | $62,293+27.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.56% | 17.54%-3.0pp | 87.62%-73.1pp | 28.90%-14.3pp |
| Employer contribution / active EE | $3,671 | $2,415+52.0% | $2,761+33.0% | $2,042+79.7% |
| Participant deferral / active EE | $4,595 | $2,956+55.5% | $3,330+38.0% | $3,169+45.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |