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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO10+ years Service code 21 · EIN 66-0561870 | Bank Trustee | $8,020 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,714 | $45,022-2.9% | $85,126-48.6% | $77,714-43.8% |
| Participation rate | 86.3% | 48.7%+37.6pp | 67.5%+18.7pp | 70.6%+15.7pp |
| Annual return | 15.85% | 79.38%-63.5pp | 66.63%-50.8pp | 31.26%-15.4pp |
| Employer contribution / active EE | $1,875 | $1,610+16.4% | $2,731-31.4% | $2,727-31.3% |
| Participant deferral / active EE | $3,276 | $2,811+16.6% | $4,523-27.6% | $4,649-29.5% |
| Admin fee / account holder | $165 | $913-81.9% | $6,160-97.3% | $433-61.9% |