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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $72,803 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,343 |
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 | $65,889 | $75,388-12.6% | $123,553-46.7% | $55,727+18.2% |
| Participation rate | 83.0% | 75.7%+7.3pp | 82.3%+0.7pp | 70.9%+12.1pp |
| Annual return | -4.81% | 4.48%-9.3pp | 119.21%-124.0pp | 244.94%-249.8pp |
| Employer contribution / active EE | $2,097 | $3,063-31.5% | $4,628-54.7% | $2,078+0.9% |
| Participant deferral / active EE | $7,254 | $5,651+28.4% | $6,426+12.9% | $3,356+116.2% |
| Admin fee / account holder | $166 | $120+38.8% | $9,284-98.2% | $115+44.3% |