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 | $7,305 |
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 | $19,594 | $48,078-59.2% | $78,677-75.1% | $62,881-68.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 2.96% | 31.36%-28.4pp | 62.19%-59.2pp | 20.14%-17.2pp |
| Employer contribution / active EE | $499 | $2,015-75.3% | $2,850-82.5% | $2,281-78.1% |
| Participant deferral / active EE | $1,149 | $2,587-55.6% | $3,517-67.3% | $3,203-64.1% |
| Admin fee / account holder | $58 | $3,206-98.2% | $4,510-98.7% | $4,296-98.7% |