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| Provider | Service type | Compensation |
|---|---|---|
BANCO POPULAR DE PUERTO RICO4+ years Service code 15 · EIN 66-0561870 | Recordkeeping | $0 |
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 | $25,881 | $44,473-41.8% | $76,523-66.2% | $55,725-53.6% |
| Participation rate | 76.0% | 51.0%+25.0pp | 68.0%+8.0pp | 70.9%+5.1pp |
| Annual return | -3.86% | -2.01%-1.8pp | -0.27%-3.6pp | 244.93%-248.8pp |
| Employer contribution / active EE | $1,371 | $1,101+24.5% | $2,647-48.2% | $2,078-34.0% |
| Participant deferral / active EE | $2,227 | $1,988+12.1% | $3,835-41.9% | $3,356-33.6% |
| Admin fee / account holder | $18 | $134-86.2% | $4,848-99.6% | $115-84.0% |