Filed July 14, 2025
Total covered: 2 employees
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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 | $93,485 | $63,433+47.4% | $63,803+46.5% | $64,097+45.8% |
| Participation rate | 97.1% | 65.0%+32.1pp | 72.7%+24.4pp | 55.2%+42.0pp |
| Annual return | 14.80% | 20.74%-5.9pp | 543.72%-528.9pp | 34.64%-19.8pp |
| Employer contribution / active EE | $4,690 | $2,332+101.1% | $2,532+85.2% | $1,891+147.9% |
| Participant deferral / active EE | $5,156 | $3,119+65.3% | $3,843+34.2% | $3,080+67.4% |
| Admin fee / account holder | $2 | $1,489-99.9% | $5,196-100.0% | $3,454-99.9% |