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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR POPULAR FIDUCIARY SERVICES Service code 15 · EIN 66-0561870 | Recordkeeping | $30,638 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,151 | $62,166-11.3% | $81,286-32.2% | $74,429-25.9% |
| Participation rate | 98.5% | 64.1%+34.4pp | 69.5%+28.9pp | 67.2%+31.2pp |
| Annual return | 11.72% | 16.50%-4.8pp | 24.80%-13.1pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $1,852 | $1,881-1.5% | $2,463-24.8% | $2,625-29.4% |
| Participant deferral / active EE | $3,874 | $3,223+20.2% | $3,883-0.2% | $4,348-10.9% |
| Admin fee / account holder | $16 | $1,925-99.2% | $5,764-99.7% | $1,944-99.2% |