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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 | $85,706 | $39,132+119.0% | $57,196+49.8% | $62,881+36.3% |
| Participation rate | 98.8% | 70.5%+28.3pp | 75.3%+23.5pp | 69.3%+29.5pp |
| Annual return | 6.08% | 9.24%-3.2pp | 14.59%-8.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,547 | $1,874+35.9% | $2,683-5.1% | $2,281+11.7% |
| Participant deferral / active EE | $5,524 | $2,374+132.6% | $3,096+78.4% | $3,203+72.5% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |