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.
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.
Recent Articles
- Target Date Funds for Young Professionals
- Target Date Funds for Retirement Investing
- The One-Fund 401(k) Portfolio: Simple Yet Does Its Job
- Roth IRAs for Retirees
- Lazy Portfolios Aren't Lazy in Growing Wealth
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...