CALIBER HOME LOANS, INC. 401(K) PLAN

Plan Contact

  • Address: 1525 S. BELTLINE RD,COPPELL,TX
  • Contact person: HEATHER HINSDALE
  • Phone: (469) 470-3610

Plan General Information

CALIBER HOME LOANS, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of CALIBER HOME LOANS, INC. 401(K) PLAN is $429,324,071.00.This plan was established in 2022.

CALIBER HOME LOANS, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in CALIBER HOME LOANS, INC. 401(K) PLAN is 8258

CALIBER HOME LOANS, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2021, the average participant retirement account value for CALIBER HOME LOANS, INC. 401(K) PLAN is $51,988.00

CALIBER HOME LOANS, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for CALIBER HOME LOANS, INC. 401(K) PLAN is $6,631.00.

CALIBER HOME LOANS, INC. 401(K) PLAN Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in CALIBER HOME LOANS, INC. 401(K) PLAN is approximately $2,108.00
Investing in this additonal $2,108.00 for 20 years would give you extra $134,941.00, assuming a 10% annual return.

CALIBER HOME LOANS, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2021, CALIBER HOME LOANS, INC. 401(K) PLAN allocates $17,411,730.00 to match its employees' contributions, providing an employer match rate of 31.79% of their contributions

CALIBER HOME LOANS, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of CALIBER HOME LOANS, INC. 401(K) PLAN is 29.55%.

CALIBER HOME LOANS, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for CALIBER HOME LOANS, INC. 401(K) PLAN is 15.36%. This measures the effectiveness of the plan participants' investments in the year.

CALIBER HOME LOANS, INC. 401(K) PLAN Expense Ratio

In 2021, the investment and administrative expense ratio of CALIBER HOME LOANS, INC. 401(K) PLAN is 0.19%.

Enrollment Features

CALIBER HOME LOANS, INC. 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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