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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR POPULAR FIDUCIARY SERVICES Service code 15 · EIN 66-0561870 | Recordkeeping | $24,259 |
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 | $50,801 | $56,438-10.0% | $76,872-33.9% | $71,511-29.0% |
| Participation rate | 97.8% | 64.3%+33.4pp | 69.6%+28.2pp | 67.9%+29.8pp |
| Annual return | 13.75% | 19.05%-5.3pp | 37.90%-24.1pp | 28.86%-15.1pp |
| Employer contribution / active EE | $2,000 | $1,864+7.3% | $2,533-21.1% | $2,589-22.8% |
| Participant deferral / active EE | $4,031 | $3,136+28.5% | $3,832+5.2% | $4,291-6.1% |
| Admin fee / account holder | $4 | $1,430-99.7% | $5,476-99.9% | $1,588-99.8% |