Filed December 19, 1995 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANCO POPULAR Service code 21 · EIN 66-0561870 | Bank Trustee | $43,856 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,110 | $56,640-22.1% | $78,002-43.5% | $55,167-20.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 2.64% | 2868.48%-2865.8pp | 425.99%-423.3pp | 169.23%-166.6pp |
| Employer contribution / active EE | $1,417 | $1,724-17.8% | $2,470-42.6% | $1,963-27.8% |
| Participant deferral / active EE | $1,393 | $2,778-49.9% | $3,497-60.2% | $3,054-54.4% |
| Admin fee / account holder | $174 | $467-62.7% | $5,481-96.8% | $504-65.5% |