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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 | $35,175 | $68,408-48.6% | $57,196-38.5% | $57,658-39.0% |
| Participation rate | 95.1% | 79.1%+16.0pp | 75.3%+19.8pp | 70.2%+24.9pp |
| Annual return | 16.02% | 8.51%+7.5pp | 14.59%+1.4pp | 5.13%+10.9pp |
| Employer contribution / active EE | $3,376 | $2,869+17.7% | $2,683+25.8% | $1,974+71.1% |
| Participant deferral / active EE | $2,144 | $2,903-26.1% | $3,096-30.8% | $3,061-29.9% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |