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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $122,616 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $84,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,350 | $53,204-46.7% | $155,556-81.8% | $200,096-85.8% |
| Participation rate | 23.7% | 64.1%-40.4pp | 78.2%-54.5pp | 72.0%-48.3pp |
| Annual return | 8.58% | 41.02%-32.4pp | 64.84%-56.3pp | 34.26%-25.7pp |
| Employer contribution / active EE | $642 | $1,850-65.3% | $4,675-86.3% | $3,038-78.9% |
| Participant deferral / active EE | $1,592 | $3,163-49.7% | $5,631-71.7% | $5,090-68.7% |
| Admin fee / account holder | $157 | $186-15.4% | $15,885-99.0% | $269-41.7% |