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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 | $64,414 | $48,313+33.3% | $73,309-12.1% | $52,331+23.1% |
| Participation rate | 99.4% | 68.6%+30.8pp | 74.9%+24.4pp | 68.1%+31.3pp |
| Annual return | 2.71% | 3.85%-1.1pp | 5.67%-3.0pp | 4.54%-1.8pp |
| Employer contribution / active EE | $4,166 | $1,661+150.8% | $3,237+28.7% | $1,882+121.4% |
| Participant deferral / active EE | $4,222 | $4,189+0.8% | $4,991-15.4% | $3,022+39.7% |
| Admin fee / account holder | $0 | $404-100.0% | $5,637-100.0% | $592-100.0% |