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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,610 |
REGIONS BANK4 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $21,505 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,601 | $72,658-74.4% | $127,803-85.4% | $67,579-72.5% |
| Participation rate | 95.2% | 80.0%+15.3pp | 79.0%+16.2pp | 71.3%+23.9pp |
| Annual return | 24.49% | 26.49%-2.0pp | 26.14%-1.7pp | 378.56%-354.1pp |
| Employer contribution / active EE | $1,548 | $3,988-61.2% | $4,576-66.2% | $2,148-27.9% |
| Participant deferral / active EE | $2,304 | $5,383-57.2% | $6,023-61.7% | $3,539-34.9% |
| Admin fee / account holder | $189 | $127+48.6% | $9,399-98.0% | $142+32.6% |