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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,035 |
Filed as: BANCO POPULAR Service code 49 · EIN 66-0561870 | Other Services | $15,615 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,688 | $63,471+60.2% | $68,803+47.8% | $66,949+51.9% |
| Participation rate | 96.2% | 60.0%+36.2pp | 69.0%+27.1pp | 69.8%+26.3pp |
| Annual return | -18.63% | -8.29%-10.3pp | -6.37%-12.3pp | 1.57%-20.2pp |
| Employer contribution / active EE | $6,184 | $1,776+248.2% | $2,656+132.9% | $2,545+143.0% |
| Participant deferral / active EE | $0 | $2,946-100.0% | $3,942-100.0% | $4,239-100.0% |
| Admin fee / account holder | $167 | $578-71.1% | $4,936-96.6% | $594-71.9% |