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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CREATIVE FINANCIAL DESIGNS INC Service code 27 · EIN 35-1692812 | Advisory (Plan) | $64,102 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,625 |
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 | $59,804 | $107,440-44.3% | $105,736-43.4% | $55,725+7.3% |
| Participation rate | 85.1% | 55.5%+29.6pp | 76.3%+8.8pp | 70.9%+14.3pp |
| Annual return | -4.77% | -0.59%-4.2pp | 6.27%-11.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $2,132 | $1,448+47.2% | $3,268-34.8% | $2,078+2.6% |
| Participant deferral / active EE | $4,383 | $2,171+101.9% | $4,080+7.4% | $3,356+30.6% |
| Admin fee / account holder | $102 | $283-64.1% | $6,913-98.5% | $115-11.6% |