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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,460 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $67,500 |
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 | $104,964 | $95,417+10.0% | $135,974-22.8% | $74,460+41.0% |
| Participation rate | 97.6% | 78.2%+19.4pp | 81.9%+15.7pp | 70.7%+26.8pp |
| Annual return | 20.09% | 32.76%-12.7pp | 68.30%-48.2pp | 34.38%-14.3pp |
| Employer contribution / active EE | $5,665 | $3,878+46.1% | $4,859+16.6% | $2,638+114.7% |
| Participant deferral / active EE | $12,412 | $7,789+59.3% | $7,760+60.0% | $4,530+174.0% |
| Admin fee / account holder | $151 | $266-43.3% | $10,767-98.6% | $348-56.6% |