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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR POPULAR FIDUCIARY SERVICES Service code 15 · EIN 66-0561870 | Recordkeeping | $23,033 |
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 | $41,526 | $50,199-17.3% | $69,884-40.6% | $66,938-38.0% |
| Participation rate | 97.7% | 66.3%+31.4pp | 70.5%+27.2pp | 69.8%+27.9pp |
| Annual return | -14.70% | -13.85%-0.9pp | 190.81%-205.5pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,819 | $1,864-2.4% | $2,560-28.9% | $2,545-28.5% |
| Participant deferral / active EE | $3,714 | $3,112+19.3% | $3,848-3.5% | $4,238-12.4% |
| Admin fee / account holder | $12 | $600-98.1% | $6,266-99.8% | $594-98.0% |