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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,455 |
CONTINUUM ADVISORY LLC5 years Service code 27 · EIN 81-2078978 | Advisory (Plan) | $32,417 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,703 | $84,482-55.4% | $125,363-69.9% | $66,930-43.7% |
| Participation rate | 96.1% | 76.4%+19.7pp | 82.4%+13.8pp | 69.8%+26.3pp |
| Annual return | -19.73% | -8.49%-11.2pp | 572.15%-591.9pp | 1.57%-21.3pp |
| Employer contribution / active EE | $5,210 | $3,553+46.6% | $4,815+8.2% | $2,545+104.7% |
| Participant deferral / active EE | $11,745 | $6,782+73.2% | $7,447+57.7% | $4,238+177.1% |
| Admin fee / account holder | $255 | $685-62.7% | $10,005-97.4% | $593-57.0% |