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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC6 years Service code 37 · EIN 26-2824865 4 ORINDA WAY, STE. 100-B · ORINDA, CA 94563 | Loan Processing | $7,960 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,212 | $84,493+102.6% | $125,381+36.6% | $66,938+155.8% |
| Participation rate | 98.2% | 76.4%+21.8pp | 82.4%+15.9pp | 69.8%+28.4pp |
| Annual return | -23.37% | -8.49%-14.9pp | 572.31%-595.7pp | 1.58%-25.0pp |
| Employer contribution / active EE | $8,192 | $3,554+130.5% | $4,815+70.1% | $2,545+221.8% |
| Participant deferral / active EE | $10,318 | $6,783+52.1% | $7,448+38.5% | $4,238+143.5% |
| Admin fee / account holder | $33 | $685-95.2% | $10,007-99.7% | $594-94.5% |