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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $112,765 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $65,000 |
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 | $73,249 | $122,128-40.0% | $147,080-50.2% | $199,960-63.4% |
| Participation rate | 75.0% | 78.2%-3.2pp | 82.2%-7.2pp | 72.0%+3.0pp |
| Annual return | 16.21% | 30.58%-14.4pp | 420.17%-404.0pp | 34.28%-18.1pp |
| Employer contribution / active EE | $2,332 | $4,093-43.0% | $4,933-52.7% | $3,036-23.2% |
| Participant deferral / active EE | $5,683 | $8,484-33.0% | $8,066-29.5% | $5,087+11.7% |
| Admin fee / account holder | $152 | $180-15.4% | $12,989-98.8% | $269-43.6% |