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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK7 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $62,002 |
Service code 37 · EIN 04-2647786 | Loan Processing | $51,612 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,396 | $101,499-31.6% | $147,005-52.8% | $74,546-6.9% |
| Participation rate | 90.9% | 75.5%+15.4pp | 82.2%+8.7pp | 67.2%+23.7pp |
| Annual return | 13.38% | 8732.34%-8719.0pp | 418.76%-405.4pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $2,092 | $3,811-45.1% | $4,934-57.6% | $2,624-20.3% |
| Participant deferral / active EE | $10,499 | $7,304+43.7% | $8,070+30.1% | $4,347+141.5% |
| Admin fee / account holder | $238 | $1,748-86.4% | $13,006-98.2% | $1,944-87.8% |