HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PRO
Plan Contact
- Address: 5353 W ALABAMA ST #500,HOUSTON,TX
- Contact person: GERALD LYNN NUNEZ
- Phone: (713) 369-4000
Plan General Information
HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PRO Total Retirement Plan Assets
At the end of 2021, the total retirement plan assets of HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PRO is $35,288,637.00.This plan was established in 2022.
HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PRO Total Number of Retirement Plan Participants
At the end of 2021, the total number of retirement plan participants in HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PRO is 242
HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PRO Average Participant Retirement Account Value
In 2021, the average participant retirement account value for HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PRO is $145,820.00
HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PRO Estimated Average Employee Contribution Amount
In 2021, the estimated average employee contribution amount per participant for HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PRO is $4,623.00.
HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PRO Estimated Average Employer Match
In 2021, the estimated average employer match for an employee in HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PRO is approximately $1,585.00
Investing in this additonal $1,585.00 for 20 years would give you extra $101,441.00, assuming a 10% annual return.
Investing in this additonal $1,585.00 for 20 years would give you extra $101,441.00, assuming a 10% annual return.
HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PRO Total Employer Contribution and Match Rate
In 2021, HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PRO allocates $383,575.00 to match its employees' contributions, providing an employer match rate of 34.28% of their contributions
HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PRO Total Retirement Plan Asset Growth Rate
In 2021, the total retirement plan asset growth rate of HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PRO is 9.17%.
HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PRO Estimated Aggregate Retirement Account Investment Gain/Loss
In 2021, the estimated aggregate retirement account investment gain/loss for HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PRO is 11.38%. This measures the effectiveness of the plan participants' investments in the year.
HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PRO Expense Ratio
In 2021, the investment and administrative expense ratio of HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PRO is 0.01%.
Enrollment Features
HOMETRUST MORTGAGE COMPANY EMPLOYEE 401(K) AND PRO 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.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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