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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,983 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $15,598 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,094 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,070 | $101,672+23.0% | $147,117-15.0% | $74,478+67.9% |
| Participation rate | 90.5% | 75.5%+15.0pp | 82.2%+8.3pp | 67.2%+23.3pp |
| Annual return | 21.13% | 8757.83%-8736.7pp | 420.54%-399.4pp | 1370.56%-1349.4pp |
| Employer contribution / active EE | $9,789 | $3,813+156.7% | $4,932+98.5% | $2,626+272.7% |
| Participant deferral / active EE | $14,617 | $7,305+100.1% | $8,065+81.2% | $4,350+236.0% |
| Admin fee / account holder | $216 | $1,753-87.7% | $12,993-98.3% | $1,946-88.9% |