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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,601 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $20,939 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,515 | $65,960-47.7% | $81,844-57.8% | $77,736-55.6% |
| Participation rate | 60.7% | 65.8%-5.1pp | 72.4%-11.7pp | 70.6%-9.9pp |
| Annual return | 22.06% | 26.64%-4.6pp | 778.87%-756.8pp | 31.26%-9.2pp |
| Employer contribution / active EE | $1,623 | $2,375-31.7% | $2,916-44.3% | $2,728-40.5% |
| Participant deferral / active EE | $4,696 | $3,505+34.0% | $4,323+8.6% | $4,651+1.0% |
| Admin fee / account holder | $233 | $526-55.8% | $7,355-96.8% | $433-46.2% |