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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELLSPRING FINANCIAL PARTNERS, LLC Service code 27 · EIN 45-2984270 | Advisory (Plan) | $87,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $59,430 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,513 | $88,122-46.1% | $141,197-66.4% | $67,582-29.7% |
| Participation rate | 96.3% | 76.5%+19.8pp | 82.5%+13.8pp | 71.3%+25.0pp |
| Annual return | 21.50% | 75.40%-53.9pp | 71.41%-49.9pp | 378.57%-357.1pp |
| Employer contribution / active EE | $3,345 | $3,224+3.7% | $4,736-29.4% | $2,148+55.7% |
| Participant deferral / active EE | $11,375 | $5,958+90.9% | $6,710+69.5% | $3,539+221.4% |
| Admin fee / account holder | $115 | $131-12.0% | $10,265-98.9% | $142-19.1% |