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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,781 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $26,162 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,305 | $91,760-24.5% | $156,181-55.6% | $67,986+1.9% |
| Participation rate | 82.9% | 65.0%+17.9pp | 78.8%+4.0pp | 57.2%+25.7pp |
| Annual return | 16.27% | 18.14%-1.9pp | 64.87%-48.6pp | 31.67%-15.4pp |
| Employer contribution / active EE | $2,592 | $2,419+7.1% | $4,294-39.6% | $2,019+28.4% |
| Participant deferral / active EE | $5,438 | $3,960+37.3% | $6,132-11.3% | $3,358+61.9% |
| Admin fee / account holder | $289 | $3,949-92.7% | $14,586-98.0% | $3,203-91.0% |