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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $111,883 |
Filed as: WELLSPRING FINANCIAL PARTNERS, LLC Service code 27 · EIN 45-2984270 | Advisory (Plan) | $93,060 |
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 | $59,173 | $107,415-44.9% | $135,974-56.5% | $80,157-26.2% |
| Participation rate | 72.6% | 78.0%-5.4pp | 81.9%-9.3pp | 72.9%-0.3pp |
| Annual return | 62.05% | 91.99%-29.9pp | 68.30%-6.3pp | 40.39%+21.7pp |
| Employer contribution / active EE | $2,694 | $3,878-30.5% | $4,859-44.6% | $2,977-9.5% |
| Participant deferral / active EE | $6,199 | $8,189-24.3% | $7,760-20.1% | $5,015+23.6% |
| Admin fee / account holder | $98 | $127-23.2% | $10,767-99.1% | $145-32.7% |