Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,623 |
CONTINUUM ADVISORY LLC7 years Service code 27 · EIN 81-2078978 | Advisory (Plan) | $42,507 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,532 | $102,382-40.9% | $147,005-58.8% | $80,874-25.2% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 16.74% | 134.89%-118.2pp | 418.76%-402.0pp | 35.62%-18.9pp |
| Employer contribution / active EE | $6,907 | $3,715+85.9% | $4,934+40.0% | $2,756+150.6% |
| Participant deferral / active EE | $16,914 | $6,646+154.5% | $8,070+109.6% | $4,297+293.6% |
| Admin fee / account holder | $345 | $7,942-95.7% | $13,006-97.4% | $6,935-95.0% |