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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $74,979 |
Service code 37 · EIN 04-2647786 | Loan Processing | $53,606 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,015 | $103,918+10.7% | $94,664+21.5% | $80,157+43.5% |
| Participation rate | 92.6% | 85.8%+6.8pp | 80.8%+11.8pp | 72.9%+19.7pp |
| Annual return | 24.68% | 27.77%-3.1pp | 156.84%-132.2pp | 40.39%-15.7pp |
| Employer contribution / active EE | $6,620 | $3,539+87.1% | $3,673+80.2% | $2,977+122.4% |
| Participant deferral / active EE | $16,207 | $9,528+70.1% | $7,417+118.5% | $5,015+223.2% |
| Admin fee / account holder | $89 | $96-7.3% | $7,222-98.8% | $145-38.3% |