THE HOME LOAN EXPERT LLC

Plan Contact

  • Address: 1600 SOUTH BRENTWOOD BLVD,,ST LOUIS,MO
  • Contact person: APRIL MCCOY
  • Phone: (314) 781-9700

Plan General Information

THE HOME LOAN EXPERT LLC Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of THE HOME LOAN EXPERT LLC is $4,324,051.00.This plan was established in 2016.

THE HOME LOAN EXPERT LLC Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in THE HOME LOAN EXPERT LLC is 228

THE HOME LOAN EXPERT LLC Average Participant Retirement Account Value

In 2022, the average participant retirement account value for THE HOME LOAN EXPERT LLC is $18,965.00

THE HOME LOAN EXPERT LLC Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for THE HOME LOAN EXPERT LLC is $5,674.00.

THE HOME LOAN EXPERT LLC Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in THE HOME LOAN EXPERT LLC is approximately $2,406.00
Investing in this additonal $2,406.00 for 20 years would give you extra $154,013.00, assuming a 10% annual return.

THE HOME LOAN EXPERT LLC Total Employer Contribution and Match Rate

In 2022, THE HOME LOAN EXPERT LLC allocates $548,674.00 to match its employees' contributions, providing an employer match rate of 53.42% of their contributions

THE HOME LOAN EXPERT LLC Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of THE HOME LOAN EXPERT LLC is -6.34%.

THE HOME LOAN EXPERT LLC Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for THE HOME LOAN EXPERT LLC is -19.40%. This measures the effectiveness of the plan participants' investments in the year.

THE HOME LOAN EXPERT LLC Expense Ratio

In 2022, the investment and administrative expense ratio of THE HOME LOAN EXPERT LLC is 0.15%.

Enrollment Features

THE HOME LOAN EXPERT LLC 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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