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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO1+ years Service code 25 · EIN 93-0177019 | Directed Trustee | $65,734 |
Service code 37 · EIN 04-2647786 | Loan Processing | $59,472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,357 | $33,745-63.4% | $64,105-80.7% | $55,191-77.6% |
| Participation rate | 67.4% | 59.4%+8.0pp | 68.2%-0.8pp | 69.2%-1.8pp |
| Annual return | -1.56% | 4.95%-6.5pp | 791.24%-792.8pp | 10.78%-12.3pp |
| Employer contribution / active EE | $240 | $641-62.6% | $1,820-86.8% | $1,899-87.4% |
| Participant deferral / active EE | $534 | $1,929-72.3% | $2,822-81.1% | $3,046-82.5% |
| Admin fee / account holder | $228 | $94+141.9% | $4,499-94.9% | $91+151.4% |