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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC7 years Service code 37 · EIN 26-2824865 4 ORINDA WAY, STE. 100-B · ORINDA, CA 94563 | Loan Processing | $10,330 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,827 | $91,424+137.2% | $135,942+59.5% | $71,495+203.3% |
| Participation rate | 99.0% | 75.7%+23.3pp | 81.9%+17.0pp | 67.9%+31.0pp |
| Annual return | 31.97% | 29.90%+2.1pp | 68.28%-36.3pp | 28.85%+3.1pp |
| Employer contribution / active EE | $8,120 | $3,704+119.2% | $4,858+67.2% | $2,589+213.6% |
| Participant deferral / active EE | $10,093 | $7,092+42.3% | $7,759+30.1% | $4,291+135.2% |
| Admin fee / account holder | $39 | $1,266-96.9% | $10,764-99.6% | $1,588-97.5% |