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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 37 · EIN 03-0271340 | Loan Processing | $1,625 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,744 | $121,341+69.6% | $189,545+8.5% | $79,389+159.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 22.24% | 21.08%+1.2pp | 555.36%-533.1pp | 116.89%-94.6pp |
| Employer contribution / active EE | $5,102 | $3,915+30.3% | $6,162-17.2% | $2,428+110.1% |
| Participant deferral / active EE | $4,829 | $6,395-24.5% | $8,220-41.3% | $4,046+19.4% |
| Admin fee / account holder | $9 | $651-98.5% | $12,049-99.9% | $626-98.5% |