Filed March 10, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $5,304 |
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 | $19,565 | $41,854-53.3% | $73,837-73.5% | $52,331-62.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | -0.28% | 2.11%-2.4pp | 2268.13%-2268.4pp | 4.54%-4.8pp |
| Employer contribution / active EE | $581 | $1,920-69.7% | $2,788-79.1% | $1,882-69.1% |
| Participant deferral / active EE | $1,253 | $2,498-49.8% | $3,583-65.0% | $3,022-58.5% |
| Admin fee / account holder | $34 | $493-93.0% | $4,882-99.3% | $592-94.2% |