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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 | $179,557 | $98,766+81.8% | $149,730+19.9% | $79,852+124.9% |
| Participation rate | 95.7% | 75.8%+20.0pp | 82.5%+13.3pp | 69.6%+26.1pp |
| Annual return | 15.44% | 27.43%-12.0pp | 276.70%-261.3pp | 31.72%-16.3pp |
| Employer contribution / active EE | $11,326 | $3,217+252.1% | $4,645+143.8% | $2,471+358.3% |
| Participant deferral / active EE | $9,242 | $5,681+62.7% | $6,843+35.1% | $3,740+147.1% |
| Admin fee / account holder | $0 | $6,052-100.0% | $9,310-100.0% | $5,306-100.0% |