SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN

Plan Contact

  • Address: 1200 S SHELDON RD SUITE 100,PLYMOUTH,MI
  • Contact person: REEMA KAZZAZ
  • Phone: (734) 259-0880

Plan General Information

SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN is $8,024,149.00.This plan was established in 2007.

SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN is 504

SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN is $15,920.00

SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN is $1,512.00.

SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN is 18.53%.

SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN is 19.28%. This measures the effectiveness of the plan participants' investments in the year.

SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN is 0.77%.

Enrollment Features

SUCCESS MORTGAGE PARTNERS, INC. 401(K) 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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