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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $209,599 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $111,155 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $20,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,144 | $148,970-77.1% | $135,987-74.9% | $199,921-82.9% |
| Participation rate | 59.1% | 79.4%-20.3pp | 76.4%-17.4pp | 72.0%-12.9pp |
| Annual return | 26.13% | 27.07%-0.9pp | 580.01%-553.9pp | 34.28%-8.2pp |
| Employer contribution / active EE | $1,634 | $3,561-54.1% | $4,214-61.2% | $3,035-46.2% |
| Participant deferral / active EE | $3,623 | $6,140-41.0% | $7,027-48.4% | $5,089-28.8% |
| Admin fee / account holder | $114 | $144-20.9% | $6,716-98.3% | $269-57.7% |