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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 37 · EIN 03-0271340 | Loan Processing | $1,850 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,640 | $122,042+87.3% | $184,243+24.1% | $74,429+207.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 11.72% | 19.91%-8.2pp | 28.82%-17.1pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $6,140 | $4,538+35.3% | $6,427-4.5% | $2,625+133.9% |
| Participant deferral / active EE | $5,732 | $7,143-19.7% | $9,132-37.2% | $4,348+31.8% |
| Admin fee / account holder | $11 | $1,252-99.1% | $13,914-99.9% | $1,944-99.4% |