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 | $102,429-40.9% | $147,096-58.8% | $80,925-25.2% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.7%+27.3pp |
| Annual return | 16.74% | 135.02%-118.3pp | 419.75%-403.0pp | 35.65%-18.9pp |
| Employer contribution / active EE | $6,907 | $3,716+85.9% | $4,936+39.9% | $2,756+150.6% |
| Participant deferral / active EE | $16,914 | $6,649+154.4% | $8,071+109.6% | $4,299+293.5% |
| Admin fee / account holder | $345 | $7,957-95.7% | $13,005-97.4% | $6,940-95.0% |