Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: POPULAR INC Service code 17 · EIN 66-0561870 | Pension Consulting | $83,406 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,746 | $71,666-55.7% | $117,860-73.1% | $69,631-54.4% |
| Participation rate | 99.8% | 77.5%+22.2pp | 79.7%+20.1pp | 70.7%+29.1pp |
| Annual return | 18.24% | 18.86%-0.6pp | 335.10%-316.9pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $1,088 | $1,889-42.4% | $3,786-71.3% | $2,032-46.4% |
| Participant deferral / active EE | $2,700 | $3,340-19.2% | $4,482-39.8% | $3,224-16.2% |
| Admin fee / account holder | $173 | $120+43.4% | $8,021-97.8% | $110+56.2% |