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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,025 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 49 · EIN 47-1411118 | Other Services | $18,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,529 | $50,860+1.3% | $155,574-66.9% | $77,714-33.7% |
| Participation rate | 75.1% | 63.1%+11.9pp | 78.2%-3.2pp | 70.6%+4.5pp |
| Annual return | 14.77% | 34.86%-20.1pp | 64.87%-50.1pp | 31.26%-16.5pp |
| Employer contribution / active EE | $1,080 | $1,991-45.7% | $4,676-76.9% | $2,727-60.4% |
| Participant deferral / active EE | $1,391 | $2,825-50.8% | $5,629-75.3% | $4,649-70.1% |
| Admin fee / account holder | $92 | $436-79.0% | $15,914-99.4% | $433-78.8% |