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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $83,901 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $37,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,340 | $122,128+159.0% | $147,117+115.0% | $200,096+58.1% |
| Participation rate | 91.8% | 78.2%+13.6pp | 82.2%+9.6pp | 72.0%+19.8pp |
| Annual return | 18.55% | 30.58%-12.0pp | 420.54%-402.0pp | 34.26%-15.7pp |
| Employer contribution / active EE | $10,953 | $4,093+167.6% | $4,932+122.1% | $3,038+260.6% |
| Participant deferral / active EE | $13,382 | $8,484+57.7% | $8,065+65.9% | $5,090+162.9% |
| Admin fee / account holder | $53 | $180-70.2% | $12,993-99.6% | $269-80.2% |