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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 37 · EIN 03-0271340 | Loan Processing | $2,250 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,574 | $128,603+106.5% | $197,124+34.7% | $67,986+290.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 86.7%+13.3pp | 57.2%+42.8pp |
| Annual return | 22.55% | 23.77%-1.2pp | 44.34%-21.8pp | 31.67%-9.1pp |
| Employer contribution / active EE | $6,396 | $4,379+46.1% | $6,227+2.7% | $2,019+216.8% |
| Participant deferral / active EE | $6,332 | $6,840-7.4% | $9,135-30.7% | $3,358+88.6% |
| Admin fee / account holder | $13 | $3,035-99.6% | $16,298-99.9% | $3,203-99.6% |