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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 | $35,309 | $60,795-41.9% | $69,464-49.2% | $65,185-45.8% |
| Participation rate | 97.1% | 74.9%+22.3pp | 74.6%+22.5pp | 70.2%+26.9pp |
| Annual return | 14.47% | 17.46%-3.0pp | 28.98%-14.5pp | 29.38%-14.9pp |
| Employer contribution / active EE | $2,993 | $2,452+22.0% | $2,779+7.7% | $2,177+37.5% |
| Participant deferral / active EE | $2,386 | $3,162-24.5% | $3,536-32.5% | $3,514-32.1% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |