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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $57,261 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $18,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $271,101 | $107,415+152.4% | $135,998+99.3% | $80,187+238.1% |
| Participation rate | 92.3% | 78.0%+14.2pp | 81.9%+10.3pp | 72.9%+19.3pp |
| Annual return | 23.67% | 91.99%-68.3pp | 68.37%-44.7pp | 40.40%-16.7pp |
| Employer contribution / active EE | $10,552 | $3,878+172.1% | $4,860+117.1% | $2,980+254.1% |
| Participant deferral / active EE | $13,209 | $8,189+61.3% | $7,761+70.2% | $5,016+163.3% |
| Admin fee / account holder | $34 | $127-73.4% | $10,769-99.7% | $145-76.7% |