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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,551 |
REGIONS BANK8 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $36,666 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,497 | $72,352-62.0% | $142,516-80.7% | $71,511-61.5% |
| Participation rate | 97.2% | 71.7%+25.5pp | 76.8%+20.4pp | 67.9%+29.2pp |
| Annual return | 17.52% | 21.17%-3.6pp | 19.99%-2.5pp | 28.86%-11.3pp |
| Employer contribution / active EE | $2,398 | $3,800-36.9% | $4,849-50.6% | $2,589-7.4% |
| Participant deferral / active EE | $3,383 | $5,288-36.0% | $6,280-46.1% | $4,291-21.1% |
| Admin fee / account holder | $274 | $1,438-81.0% | $10,008-97.3% | $1,588-82.8% |