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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 15 PO BOX 362708 · SAN JUAN, PR 009362708 | Recordkeeping | $0 |
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 | $54,806 | $63,924-14.3% | $108,582-49.5% | $55,167-0.7% |
| Participation rate | 99.4% | 74.3%+25.1pp | 79.6%+19.9pp | 69.0%+30.5pp |
| Annual return | 5.53% | 15.31%-9.8pp | -51.70%+57.2pp | 169.23%-163.7pp |
| Employer contribution / active EE | $2,478 | $1,879+31.9% | $3,758-34.1% | $1,963+26.3% |
| Participant deferral / active EE | $3,764 | $3,067+22.7% | $4,311-12.7% | $3,054+23.2% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |