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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $153,559 |
Filed as: WELLSPRING FINANCIAL PARTNERS, LLC Service code 27 · EIN 45-2984270 | Advisory (Plan) | $82,370 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,914 | $122,128-47.7% | $147,117-56.6% | $200,096-68.1% |
| Participation rate | 90.1% | 78.2%+12.0pp | 82.2%+8.0pp | 72.0%+18.1pp |
| Annual return | 21.39% | 30.58%-9.2pp | 420.54%-399.1pp | 34.26%-12.9pp |
| Employer contribution / active EE | $3,147 | $4,093-23.1% | $4,932-36.2% | $3,038+3.6% |
| Participant deferral / active EE | $7,277 | $8,484-14.2% | $8,065-9.8% | $5,090+43.0% |
| Admin fee / account holder | $99 | $180-44.9% | $12,993-99.2% | $269-63.3% |