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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 84-3549316 | Advisory (Plan) | $46,570 |
CREATIVE FINANCIAL DESIGNS3 years Filed as: CREATIVE FINANCIAL DESIGNS INC Service code 27 · EIN 35-1602583 | Advisory (Plan) | $15,932 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,725 |
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 | $82,540 | $58,101+42.1% | $118,914-30.6% | $73,412+12.4% |
| Participation rate | 85.0% | 56.1%+28.9pp | 75.4%+9.6pp | 72.2%+12.8pp |
| Annual return | 14.19% | 20.56%-6.4pp | 35.89%-21.7pp | 59.30%-45.1pp |
| Employer contribution / active EE | $2,217 | $1,445+53.4% | $3,264-32.1% | $2,234-0.7% |
| Participant deferral / active EE | $4,447 | $2,400+85.3% | $4,266+4.2% | $3,806+16.8% |
| Admin fee / account holder | $98 | $138-29.2% | $6,582-98.5% | $158-38.1% |