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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,173 |
BANCO POPULAR DE PUERTO RICO2+ years Service code 25 · EIN 93-0177019 | Directed Trustee | $36,448 |
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 | $13,773 | $37,044-62.8% | $71,796-80.8% | $57,658-76.1% |
| Participation rate | 67.4% | 61.1%+6.2pp | 69.1%-1.8pp | 70.2%-2.9pp |
| Annual return | 8.34% | 12.64%-4.3pp | 78.04%-69.7pp | 5.13%+3.2pp |
| Employer contribution / active EE | $239 | $720-66.8% | $1,924-87.6% | $1,974-87.9% |
| Participant deferral / active EE | $534 | $1,974-73.0% | $2,794-80.9% | $3,061-82.6% |
| Admin fee / account holder | $144 | $101+43.1% | $4,815-97.0% | $95+52.8% |