MORTGAGE EXPRESS, LLC 401(K) PS PLAN

Plan Contact

  • Address: 10260 SOUTHWEST GREENBURG RD,,PORTLAND,OR
  • Contact person: DAVID J BROWN
  • Phone: (503) 517-2433

Plan General Information

MORTGAGE EXPRESS, LLC 401(K) PS PLAN Total Retirement Plan Assets

At the end of 2019, the total retirement plan assets of MORTGAGE EXPRESS, LLC 401(K) PS PLAN is $9,587,969.00.This plan was established in 2004.

MORTGAGE EXPRESS, LLC 401(K) PS PLAN Total Number of Retirement Plan Participants

At the end of 2019, the total number of retirement plan participants in MORTGAGE EXPRESS, LLC 401(K) PS PLAN is 122

MORTGAGE EXPRESS, LLC 401(K) PS PLAN Average Participant Retirement Account Value

In 2019, the average participant retirement account value for MORTGAGE EXPRESS, LLC 401(K) PS PLAN is $78,589.00

MORTGAGE EXPRESS, LLC 401(K) PS PLAN Estimated Average Employee Contribution Amount

In 2019, the estimated average employee contribution amount per participant for MORTGAGE EXPRESS, LLC 401(K) PS PLAN is $13,838.00.

MORTGAGE EXPRESS, LLC 401(K) PS PLAN Estimated Average Employer Match

In 2019, the estimated average employer match for an employee in MORTGAGE EXPRESS, LLC 401(K) PS PLAN is approximately $3,975.00
Investing in this additonal $3,975.00 for 20 years would give you extra $254,440.00, assuming a 10% annual return.

MORTGAGE EXPRESS, LLC 401(K) PS PLAN Total Employer Contribution and Match Rate

In 2019, MORTGAGE EXPRESS, LLC 401(K) PS PLAN allocates $485,028.00 to match its employees' contributions, providing an employer match rate of 57.46% of their contributions

MORTGAGE EXPRESS, LLC 401(K) PS PLAN Total Retirement Plan Asset Growth Rate

In 2019, the total retirement plan asset growth rate of MORTGAGE EXPRESS, LLC 401(K) PS PLAN is 41.44%.

MORTGAGE EXPRESS, LLC 401(K) PS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2019, the estimated aggregate retirement account investment gain/loss for MORTGAGE EXPRESS, LLC 401(K) PS PLAN is 23.22%. This measures the effectiveness of the plan participants' investments in the year.

MORTGAGE EXPRESS, LLC 401(K) PS PLAN Expense Ratio

In 2019, the investment and administrative expense ratio of MORTGAGE EXPRESS, LLC 401(K) PS PLAN is 0.48%.

Enrollment Features

MORTGAGE EXPRESS, LLC 401(K) PS PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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