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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $95,631 |
Filed as: WELLSPRING FINANCIAL PARTNERS, LLC Service code 27 · EIN 45-2984270 | Advisory (Plan) | $87,750 |
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 | $78,080 | $104,336-25.2% | $159,474-51.0% | $86,821-10.1% |
| Participation rate | 96.1% | 77.7%+18.4pp | 82.8%+13.3pp | 72.3%+23.8pp |
| Annual return | 17.12% | 26.32%-9.2pp | 263.68%-246.6pp | 97.94%-80.8pp |
| Employer contribution / active EE | $2,733 | $3,451-20.8% | $4,831-43.4% | $2,406+13.6% |
| Participant deferral / active EE | $10,194 | $6,837+49.1% | $7,353+38.6% | $4,132+146.7% |
| Admin fee / account holder | $173 | $172+0.5% | $10,802-98.4% | $170+2.1% |