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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,321 |
REGIONS BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $56,020 |
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 | $49,364 | $88,122-44.0% | $141,177-65.0% | $67,579-27.0% |
| Participation rate | 96.8% | 76.5%+20.3pp | 82.5%+14.3pp | 71.3%+25.5pp |
| Annual return | 23.57% | 75.40%-51.8pp | 71.40%-47.8pp | 378.56%-355.0pp |
| Employer contribution / active EE | $1,760 | $3,224-45.4% | $4,736-62.8% | $2,148-18.1% |
| Participant deferral / active EE | $8,549 | $5,958+43.5% | $6,710+27.4% | $3,539+141.5% |
| Admin fee / account holder | $203 | $131+55.2% | $10,263-98.0% | $142+42.8% |