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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,135 |
Filed as: WELLSPRING FINANCIAL PARTNERS, LLC Service code 27 · EIN 45-2984270 | Advisory (Plan) | $35,100 |
Filed as: WELLSPRING FINANCIAL PARTNETS, LLC Service code 27 · EIN 45-2984270 | Advisory (Plan) | $17,550 |
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 | $56,941 | $100,801-43.5% | $149,745-62.0% | $73,412-22.4% |
| Participation rate | 96.0% | 77.7%+18.3pp | 82.5%+13.5pp | 72.2%+23.8pp |
| Annual return | 17.31% | 265.34%-248.0pp | 276.72%-259.4pp | 59.30%-42.0pp |
| Employer contribution / active EE | $3,189 | $3,312-3.7% | $4,646-31.4% | $2,234+42.8% |
| Participant deferral / active EE | $11,257 | $6,404+75.8% | $6,843+64.5% | $3,806+195.8% |
| Admin fee / account holder | $97 | $181-46.4% | $9,312-99.0% | $158-38.6% |