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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,053 |
REGIONS BANK1 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $19,674 |
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 | $39,953 | $75,388-47.0% | $123,552-67.7% | $55,725-28.3% |
| Participation rate | 93.0% | 75.7%+17.4pp | 82.3%+10.7pp | 70.9%+22.2pp |
| Annual return | 79.87% | 4.48%+75.4pp | 119.20%-39.3pp | 244.93%-165.1pp |
| Employer contribution / active EE | $1,732 | $3,063-43.5% | $4,628-62.6% | $2,078-16.7% |
| Participant deferral / active EE | $5,404 | $5,651-4.4% | $6,426-15.9% | $3,356+61.1% |
| Admin fee / account holder | $86 | $120-27.8% | $9,285-99.1% | $115-24.9% |