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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO3+ years Service code 25 · EIN 93-0177019 | Directed Trustee | $79,560 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,166 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,148 | $48,064-45.6% | $78,778-66.8% | $69,631-62.4% |
| Participation rate | 34.1% | 61.6%-27.4pp | 69.2%-35.1pp | 70.7%-36.5pp |
| Annual return | 13.50% | 21.81%-8.3pp | 35.62%-22.1pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $217 | $744-70.8% | $1,986-89.1% | $2,032-89.3% |
| Participant deferral / active EE | $490 | $2,079-76.4% | $2,958-83.4% | $3,224-84.8% |
| Admin fee / account holder | $329 | $152+116.4% | $5,134-93.6% | $110+197.8% |