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 | $35,767 |
CONTINUUM ADVISORY LLC3 years Service code 27 · EIN 81-2078978 | Advisory (Plan) | $26,486 |
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 | $39,792 | $99,957-60.2% | $149,730-73.4% | $73,493-45.9% |
| Participation rate | 91.0% | 75.7%+15.3pp | 82.5%+8.5pp | 70.7%+20.3pp |
| Annual return | 20.50% | 53.87%-33.4pp | 276.70%-256.2pp | 28.51%-8.0pp |
| Employer contribution / active EE | $4,543 | $3,191+42.4% | $4,645-2.2% | $2,270+100.1% |
| Participant deferral / active EE | $9,921 | $6,073+63.4% | $6,843+45.0% | $3,740+165.3% |
| Admin fee / account holder | $261 | $551-52.5% | $9,310-97.2% | $513-49.0% |