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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 | $95,904-27.7% | $173,730-60.1% | $64,340+7.7% |
| Participation rate | 82.9% | 60.6%+22.2pp | 79.6%+3.3pp | 55.2%+27.6pp |
| Annual return | 16.27% | 17.47%-1.2pp | 19.96%-3.7pp | 24.14%-7.9pp |
| Employer contribution / active EE | $2,592 | $2,323+11.6% | $4,577-43.4% | $1,862+39.2% |
| Participant deferral / active EE | $5,438 | $3,488+55.9% | $6,326-14.0% | $2,980+82.5% |
| Admin fee / account holder | $289 | $5,089-94.3% | $17,523-98.4% | $3,703-92.2% |