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| Provider | Service type | Compensation |
|---|---|---|
WELLSPRING FINANCIAL PARTNERS2+ years Service code 27 · EIN 52-2114207 | Advisory (Plan) | $107,299 |
Service code 37 · EIN 04-2647786 | Loan Processing | $77,316 |
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 | $135,990 | $36,916+268.4% | $156,551-13.1% | $57,658+135.9% |
| Participation rate | 88.5% | 63.4%+25.1pp | 84.0%+4.5pp | 70.2%+18.3pp |
| Annual return | 8.92% | 12.38%-3.5pp | 32.23%-23.3pp | 5.13%+3.8pp |
| Employer contribution / active EE | $6,428 | $1,571+309.3% | $5,501+16.8% | $1,974+225.6% |
| Participant deferral / active EE | $4,948 | $1,926+157.0% | $4,871+1.6% | $3,061+61.7% |
| Admin fee / account holder | $262 | $82+217.1% | $13,028-98.0% | $95+176.7% |