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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $135,483 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $78,439 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,761 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,679 | $110,258-36.8% | $102,460-32.0% | $200,096-65.2% |
| Participation rate | 91.6% | 86.3%+5.3pp | 76.5%+15.1pp | 72.0%+19.6pp |
| Annual return | 13.62% | 35.78%-22.2pp | 29.47%-15.9pp | 34.26%-20.6pp |
| Employer contribution / active EE | $2,987 | $3,605-17.1% | $3,025-1.3% | $3,038-1.7% |
| Participant deferral / active EE | $6,022 | $6,377-5.6% | $5,056+19.1% | $5,090+18.3% |
| Admin fee / account holder | $177 | $122+45.0% | $9,460-98.1% | $269-34.2% |