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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 42-1445429 | Other Fees | $16,025 |
Filed as: FUTURE PLANNING ASSOCIATES Service code 99 · EIN 03-0271340 | Other Fees | $6,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,459 | $52,293-3.5% | $178,503-71.7% | $73,412-31.3% |
| Participation rate | 96.4% | 65.3%+31.1pp | 81.9%+14.5pp | 72.2%+24.3pp |
| Annual return | 12.94% | 34.75%-21.8pp | 151.12%-138.2pp | 59.30%-46.4pp |
| Employer contribution / active EE | $3,314 | $1,736+90.9% | $5,011-33.9% | $2,234+48.4% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $115 | $127-9.3% | $13,987-99.2% | $158-26.9% |