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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,559 |
CONTINUUM ADVISORY LLC2 years Service code 27 · EIN 81-2078978 | Advisory (Plan) | $28,198 |
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 | $58,202 | $73,638-21.0% | $95,960-39.3% | $73,493-20.8% |
| Participation rate | 94.6% | 76.2%+18.4pp | 77.1%+17.5pp | 70.7%+23.9pp |
| Annual return | 17.56% | 16.78%+0.8pp | 91.63%-74.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,130 | $1,863+14.3% | $2,541-16.2% | $2,270-6.2% |
| Participant deferral / active EE | $4,750 | $3,617+31.3% | $4,167+14.0% | $3,740+27.0% |
| Admin fee / account holder | $265 | $482-45.0% | $6,797-96.1% | $513-48.4% |