Filed January 23, 2025 (most recent of 2 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,679 |
NOTE ADVISORS LLC5 years Service code 27 · EIN 46-5416446 | Advisory (Plan) | $8,432 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,704 | $65,904-68.6% | $160,784-87.1% | $79,634-74.0% |
| Participation rate | 54.5% | 56.2%-1.7pp | 77.0%-22.4pp | 62.5%-8.0pp |
| Annual return | 15.35% | 20.16%-4.8pp | 1803.92%-1788.6pp | 36.46%-21.1pp |
| Employer contribution / active EE | $673 | $1,805-62.7% | $3,733-82.0% | $2,529-73.4% |
| Participant deferral / active EE | $1,273 | $3,692-65.5% | $6,293-79.8% | $3,835-66.8% |
| Admin fee / account holder | $133 | $965-86.2% | $9,717-98.6% | $1,002-86.7% |