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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,131 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $5,565 |
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 | $69,270 | $44,980+54.0% | $85,063-18.6% | $77,692-10.8% |
| Participation rate | 59.4% | 48.6%+10.8pp | 67.5%-8.1pp | 70.6%-11.2pp |
| Annual return | 10.35% | 79.13%-68.8pp | 66.54%-56.2pp | 31.25%-20.9pp |
| Employer contribution / active EE | $821 | $1,607-48.9% | $2,727-69.9% | $2,726-69.9% |
| Participant deferral / active EE | $3,297 | $2,804+17.6% | $4,523-27.1% | $4,648-29.1% |
| Admin fee / account holder | $56 | $911-93.8% | $6,155-99.1% | $431-86.9% |