Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 15 PO BOX 362708 · SAN JUAN, PR 009362708 | Recordkeeping | $500 |
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 | $49,968 | $57,108-12.5% | $94,229-47.0% | $52,331-4.5% |
| Participation rate | 98.4% | 72.9%+25.4pp | 78.8%+19.6pp | 68.1%+30.3pp |
| Annual return | 0.04% | 1.47%-1.4pp | 10.68%-10.6pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,375 | $1,735+36.9% | $3,587-33.8% | $1,882+26.2% |
| Participant deferral / active EE | $3,719 | $3,040+22.4% | $4,320-13.9% | $3,022+23.1% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |