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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 | $68,042 | $48,314+40.8% | $67,561+0.7% | $80,925-15.9% |
| Participation rate | 82.7% | 66.4%+16.3pp | 72.9%+9.8pp | 67.7%+15.0pp |
| Annual return | 14.39% | 18.28%-3.9pp | 3525.44%-3511.0pp | 35.65%-21.3pp |
| Employer contribution / active EE | $2,625 | $2,022+29.8% | $2,735-4.0% | $2,756-4.8% |
| Participant deferral / active EE | $2,457 | $2,927-16.1% | $4,003-38.6% | $4,299-42.8% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |