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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 | $62,177-11.3% | $81,370-32.2% | $74,478-25.9% |
| Participation rate | 98.5% | 64.1%+34.4pp | 69.5%+28.9pp | 67.2%+31.2pp |
| Annual return | 11.72% | 16.62%-4.9pp | 24.85%-13.1pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $1,852 | $1,881-1.5% | $2,464-24.8% | $2,626-29.5% |
| Participant deferral / active EE | $3,874 | $3,219+20.4% | $3,885-0.3% | $4,350-10.9% |
| Admin fee / account holder | $16 | $1,927-99.2% | $5,749-99.7% | $1,946-99.2% |