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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KREATIV RETIREMENT PLAN SOL LLC Service code 27 · EIN 82-2520151 | Advisory (Plan) | $18,420 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,446 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,217 | $65,376-29.3% | $87,104-46.9% | $65,185-29.1% |
| Participation rate | 97.2% | 75.3%+21.8pp | 76.9%+20.3pp | 70.2%+27.0pp |
| Annual return | 22.55% | 31.27%-8.7pp | 28.19%-5.6pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,795 | $1,822-1.5% | $2,521-28.8% | $2,177-17.5% |
| Participant deferral / active EE | $3,380 | $3,388-0.2% | $4,048-16.5% | $3,514-3.8% |
| Admin fee / account holder | $131 | $520-74.9% | $7,491-98.3% | $847-84.6% |