Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 37 · EIN 03-0271340 | Loan Processing | $2,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,953 | $79,523+87.3% | $140,019+6.4% | $56,289+164.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -5.46% | 2.39%-7.8pp | 651.17%-656.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $4,537 | $3,350+35.4% | $5,605-19.1% | $2,111+114.9% |
| Participant deferral / active EE | $3,883 | $5,129-24.3% | $6,927-43.9% | $3,350+15.9% |
| Admin fee / account holder | $14 | $614-97.8% | $10,705-99.9% | $521-97.4% |