To the PoCo, the effects of leading PF can be just as bad as lagging. Nothing is "free". Most likely you are right, caps are just hooked up permanently ("bulk correction") instead of only when the inductive load comes on (referred to as "At Load" correction). It happens a lot when people use Soft Starters, because the instructions tell them to NEVER connect PFC caps down stream of the Soft Starter. Responsible mfrs then go on to instruct them to put the PFC caps up stream, but controlled by a separate contactor that only closes AFTER the Soft Starter is done ramping. Cheap mfrs sometimes fail to mention this, or cheap customers fail to heed it and just connect the caps upstream, permanently connected. Happens more than it should...
It could also be that they have contactor control of the PFC caps, but the contactor is welded closed. People often don't know how to size PFC cap contactors and under size them. There are also special contactors with in-line current limiting resistors that should be used in bulk correction situations. If they didn't do that, the contacts can weld easily.
Also, the idea that "why would they complain about free power?" leads to people connecting them permanently too. Leading PF can cause over voltage and damage to other equipment, especially when the PoCo does grid switching for load balancing. We all focus on the fact that they want .95 lagging because that's where they start penalizing you, but they want .95 lagging OR LEADING. You just rarely see them penalize for excess leading because it should be rare.