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| Provider | Service type | Compensation |
|---|---|---|
Service code 18 · EIN 04-3626312 | Custodial (other than securities); In... | $3,823 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 37 · EIN 03-0271340 | Loan Processing | $3,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,316 | $89,739+69.7% | $149,721+1.7% | $62,293+144.5% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.81% | 21.01%-1.2pp | 1501.67%-1481.9pp | 28.90%-9.1pp |
| Employer contribution / active EE | $4,372 | $3,233+35.2% | $5,444-19.7% | $2,042+114.1% |
| Participant deferral / active EE | $3,759 | $4,797-21.6% | $6,568-42.8% | $3,169+18.6% |
| Admin fee / account holder | $40 | $551-92.7% | $11,282-99.6% | $479-91.6% |