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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO1+ years Service code 15 · EIN 66-0561870 | Recordkeeping | $4,315 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,643 | $27,330-17.1% | $67,704-66.6% | $55,191-59.0% |
| Participation rate | 71.8% | 47.5%+24.3pp | 67.5%+4.3pp | 69.2%+2.7pp |
| Annual return | -1.67% | 8.81%-10.5pp | 25.41%-27.1pp | 10.78%-12.5pp |
| Employer contribution / active EE | $1,015 | $855+18.7% | $2,559-60.4% | $1,899-46.6% |
| Participant deferral / active EE | $1,472 | $1,709-13.9% | $3,585-59.0% | $3,046-51.7% |
| Admin fee / account holder | $60 | $109-45.4% | $4,255-98.6% | $91-34.3% |