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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL BANK3 years Service code 21 PO BOX 191429 · SAN JUAN, PR 009191429 | Bank Trustee | $0 |
ORIENTAL PENSION CONSULTANTS3 years 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 | $47,964 | $62,267-23.0% | $110,243-56.5% | $55,725-13.9% |
| Participation rate | 99.8% | 78.1%+21.7pp | 79.8%+20.0pp | 70.9%+29.0pp |
| Annual return | -4.41% | -1.07%-3.3pp | 314.76%-319.2pp | 244.93%-249.3pp |
| Employer contribution / active EE | $771 | $1,941-60.3% | $3,827-79.9% | $2,078-62.9% |
| Participant deferral / active EE | $2,599 | $3,516-26.1% | $4,672-44.4% | $3,356-22.5% |
| Admin fee / account holder | $0 | $121-100.0% | $8,548-100.0% | $115-100.0% |