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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK1 year Service code 21 PO BOX 191429 · SAN JUAN, PR 009191429 | Bank Trustee | $0 |
Service code 15 · EIN 59-2356441 | Recordkeeping | $0 |
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 | $50,009 | $107,378-53.4% | $108,582-53.9% | $57,658-13.3% |
| Participation rate | 99.3% | 77.1%+22.1pp | 79.6%+19.7pp | 70.2%+29.0pp |
| Annual return | 10.71% | 12.80%-2.1pp | -51.70%+62.4pp | 5.13%+5.6pp |
| Employer contribution / active EE | $724 | $1,782-59.4% | $3,758-80.7% | $1,974-63.3% |
| Participant deferral / active EE | $2,144 | $3,221-33.4% | $4,311-50.3% | $3,061-29.9% |
| Admin fee / account holder | $0 | $108-100.0% | $7,645-100.0% | $95-100.0% |