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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 | $62,164-11.3% | $81,482-32.3% | $74,400-25.9% |
| Participation rate | 98.5% | 64.1%+34.4pp | 69.5%+29.0pp | 67.2%+31.2pp |
| Annual return | 11.72% | 16.50%-4.8pp | 24.79%-13.1pp | 1367.51%-1355.8pp |
| Employer contribution / active EE | $1,852 | $1,884-1.7% | $2,463-24.8% | $2,624-29.4% |
| Participant deferral / active EE | $3,874 | $3,230+19.9% | $3,885-0.3% | $4,348-10.9% |
| Admin fee / account holder | $16 | $1,923-99.2% | $5,761-99.7% | $1,944-99.2% |