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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $251,702 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $64,179 |
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 | $65,579 | $31,741+106.6% | $56,033+17.0% | $199,960-67.2% |
| Participation rate | 92.0% | 32.3%+59.6pp | 52.5%+39.5pp | 72.0%+20.0pp |
| Annual return | 16.89% | 14.72%+2.2pp | 1711.38%-1694.5pp | 34.28%-17.4pp |
| Employer contribution / active EE | $4,651 | $508+816.3% | $1,041+346.9% | $3,036+53.2% |
| Participant deferral / active EE | $10,395 | $1,184+778.0% | $1,954+432.0% | $5,087+104.3% |
| Admin fee / account holder | $95 | $426-77.8% | $2,827-96.7% | $269-64.9% |