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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,952 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $25,625 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $138,891-100.0% | $185,441-100.0% | $65,191-100.0% |
| Participation rate | 99.8% | 74.2%+25.5pp | 80.3%+19.5pp | 63.0%+36.8pp |
| Annual return | -95.36% | 10.99%-106.3pp | 20.16%-115.5pp | 51.24%-146.6pp |
| Employer contribution / active EE | $1,507 | $3,142-52.0% | $4,672-67.7% | $2,400-37.2% |
| Participant deferral / active EE | $2,519 | $3,459-27.2% | $6,152-59.0% | $2,671-5.7% |
| Admin fee / account holder | $139 | $864-83.9% | $17,890-99.2% | $907-84.7% |