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 | $2,160 |
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 | $18,046 | $53,128-66.0% | $86,593-79.2% | $70,126-74.3% |
| Participation rate | 95.8% | 65.3%+30.5pp | 73.5%+22.3pp | 69.5%+26.3pp |
| Annual return | 11.40% | 27.66%-16.3pp | 965.08%-953.7pp | 73.15%-61.7pp |
| Employer contribution / active EE | $535 | $2,068-74.1% | $2,840-81.2% | $2,343-77.2% |
| Participant deferral / active EE | $1,164 | $2,695-56.8% | $3,609-67.7% | $3,332-65.1% |
| Admin fee / account holder | $14 | $3,584-99.6% | $4,904-99.7% | $4,646-99.7% |