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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO8+ years Service code 10 · EIN 66-0561870 | Accounting | $55,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,706 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,237 | $42,367-54.6% | $79,576-75.8% | $64,814-70.3% |
| Participation rate | 39.3% | 64.7%-25.4pp | 69.5%-30.1pp | 71.5%-32.1pp |
| Annual return | -15.37% | -12.23%-3.1pp | 0.15%-15.5pp | 32.84%-48.2pp |
| Employer contribution / active EE | $477 | $1,181-59.6% | $2,413-80.2% | $2,507-81.0% |
| Participant deferral / active EE | $846 | $3,170-73.3% | $3,985-78.8% | $4,310-80.4% |
| Admin fee / account holder | $183 | $160+14.4% | $6,834-97.3% | $188-2.8% |