CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS, ONETRUST SENIOR LENDING
Plan Contact
- Address: 3131 CAMINO DEL RIO N STE 1680,SAN DIEGO,CA
- Contact person: CHARLENE ERSKINE
- Phone: (858) 488-3807
Plan General Information
CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS, ONETRUST SENIOR LENDING Total Retirement Plan Assets
At the end of 2018, the total retirement plan assets of CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS, ONETRUST SENIOR LENDING is $3,824,483.00.This plan was established in 2010.
CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS, ONETRUST SENIOR LENDING Total Number of Retirement Plan Participants
At the end of 2018, the total number of retirement plan participants in CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS, ONETRUST SENIOR LENDING is 256
CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS, ONETRUST SENIOR LENDING Average Participant Retirement Account Value
In 2018, the average participant retirement account value for CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS, ONETRUST SENIOR LENDING is $14,939.00
CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS, ONETRUST SENIOR LENDING Estimated Average Employee Contribution Amount
In 2018, the estimated average employee contribution amount per participant for CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS, ONETRUST SENIOR LENDING is $8,311.00.
CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS, ONETRUST SENIOR LENDING Estimated Average Employer Match
In 2018, the estimated average employer match for an employee in CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS, ONETRUST SENIOR LENDING is approximately $904.00
Investing in this additonal $904.00 for 20 years would give you extra $57,886.00, assuming a 10% annual return.
Investing in this additonal $904.00 for 20 years would give you extra $57,886.00, assuming a 10% annual return.
CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS, ONETRUST SENIOR LENDING Total Employer Contribution and Match Rate
In 2018, CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS, ONETRUST SENIOR LENDING allocates $231,546.00 to match its employees' contributions, providing an employer match rate of 21.76% of their contributions
CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS, ONETRUST SENIOR LENDING Total Retirement Plan Asset Growth Rate
In 2018, the total retirement plan asset growth rate of CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS, ONETRUST SENIOR LENDING is 27.58%.
CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS, ONETRUST SENIOR LENDING Estimated Aggregate Retirement Account Investment Gain/Loss
In 2018, the estimated aggregate retirement account investment gain/loss for CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS, ONETRUST SENIOR LENDING is -10.04%. This measures the effectiveness of the plan participants' investments in the year.
CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS, ONETRUST SENIOR LENDING Expense Ratio
In 2018, the investment and administrative expense ratio of CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS, ONETRUST SENIOR LENDING is 0.53%.
Enrollment Features
CALCON MUTUAL MORTGAGE LLC, DBA ONETRUST HOME LOANS, ONETRUST SENIOR LENDING has the following features: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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