Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $53,254-46.8% | $155,574-81.8% | $199,921-85.8% |
| Participation rate | 23.7% | 64.1%-40.5pp | 78.2%-54.5pp | 72.0%-48.3pp |
| Annual return | 8.58% | 41.18%-32.6pp | 64.87%-56.3pp | 34.28%-25.7pp |
| Employer contribution / active EE | $642 | $1,848-65.2% | $4,676-86.3% | $3,035-78.8% |
| Participant deferral / active EE | $1,592 | $3,165-49.7% | $5,629-71.7% | $5,089-68.7% |
| Admin fee / account holder | $157 | $186-15.4% | $15,914-99.0% | $269-41.6% |