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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO3+ years Service code 15 · EIN 66-0561870 | Recordkeeping | $4,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,019 | $31,424-4.5% | $81,473-63.2% | $69,631-56.9% |
| Participation rate | 71.3% | 50.8%+20.5pp | 68.0%+3.4pp | 70.7%+0.6pp |
| Annual return | 10.08% | 22.44%-12.4pp | 38.78%-28.7pp | 27571.02%-27560.9pp |
| Employer contribution / active EE | $1,310 | $1,029+27.3% | $2,568-49.0% | $2,032-35.5% |
| Participant deferral / active EE | $2,026 | $1,838+10.2% | $3,537-42.7% | $3,224-37.2% |
| Admin fee / account holder | $29 | $103-72.0% | $4,561-99.4% | $110-74.0% |