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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $145,424 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $80,065 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,719 |
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 | $77,849 | $53,199+46.3% | $155,567-50.0% | $199,768-61.0% |
| Participation rate | 88.3% | 64.1%+24.2pp | 78.2%+10.1pp | 72.0%+16.3pp |
| Annual return | 22.45% | 41.17%-18.7pp | 64.74%-42.3pp | 34.26%-11.8pp |
| Employer contribution / active EE | $5,429 | $1,852+193.1% | $4,674+16.1% | $3,037+78.8% |
| Participant deferral / active EE | $4,292 | $3,163+35.7% | $5,628-23.7% | $5,090-15.7% |
| Admin fee / account holder | $136 | $186-26.4% | $15,916-99.1% | $269-49.3% |