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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $96,891 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $73,934 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,790 | $50,151+39.2% | $149,696-53.4% | $80,157-12.9% |
| Participation rate | 98.6% | 64.3%+34.3pp | 78.8%+19.8pp | 72.9%+25.7pp |
| Annual return | 27.21% | 29.80%-2.6pp | 134.46%-107.2pp | 40.39%-13.2pp |
| Employer contribution / active EE | $5,726 | $1,867+206.7% | $4,821+18.8% | $2,977+92.3% |
| Participant deferral / active EE | $4,045 | $3,194+26.6% | $5,682-28.8% | $5,015-19.3% |
| Admin fee / account holder | $120 | $153-21.6% | $13,212-99.1% | $145-17.4% |