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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 37 · EIN 03-0271340 | Loan Processing | $1,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,334 | $102,661+71.8% | $151,645+16.3% | $66,949+163.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -11.79% | -10.81%-1.0pp | 3.34%-15.1pp | 1.57%-13.4pp |
| Employer contribution / active EE | $5,541 | $4,184+32.4% | $6,165-10.1% | $2,545+117.7% |
| Participant deferral / active EE | $5,174 | $6,645-22.1% | $8,363-38.1% | $4,239+22.1% |
| Admin fee / account holder | $10 | $630-98.4% | $11,614-99.9% | $594-98.3% |