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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,393 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,455 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,959 | $65,453-42.0% | $86,691-56.2% | $66,930-43.3% |
| Participation rate | 91.2% | 75.5%+15.8pp | 76.6%+14.6pp | 69.8%+21.4pp |
| Annual return | -15.32% | -10.89%-4.4pp | 35.94%-51.3pp | 1.57%-16.9pp |
| Employer contribution / active EE | $829 | $2,154-61.5% | $2,837-70.8% | $2,545-67.4% |
| Participant deferral / active EE | $4,965 | $4,102+21.0% | $4,656+6.6% | $4,238+17.2% |
| Admin fee / account holder | $140 | $642-78.1% | $7,492-98.1% | $593-76.3% |