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| Provider | Service type | Compensation |
|---|---|---|
TREETOP CONSULTING LLC1 year Service code 16 · EIN 02-0591309 | Consulting | $7,276 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,754 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,884 | $60,165-68.6% | $74,184-74.5% | $55,167-65.8% |
| Participation rate | 63.9% | 74.2%-10.2pp | 76.6%-12.7pp | 69.0%-5.1pp |
| Annual return | 8.14% | 10.00%-1.9pp | 17.74%-9.6pp | 169.23%-161.1pp |
| Employer contribution / active EE | $211 | $1,600-86.8% | $2,370-91.1% | $1,963-89.3% |
| Participant deferral / active EE | $1,946 | $2,973-34.5% | $3,550-45.2% | $3,054-36.3% |
| Admin fee / account holder | $130 | $419-68.9% | $5,586-97.7% | $504-74.1% |