EMPLOYEE BENEFIT PLAN OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION

Plan Contact

  • Address: 605 SE KANE ST,ROSEBURG,OR
  • Contact person: ERIC HARVEY
  • Phone: (541) 673-4909

Plan General Information

EMPLOYEE BENEFIT PLAN OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION Total Retirement Plan Assets

At the end of 2018, the total retirement plan assets of EMPLOYEE BENEFIT PLAN OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION is $1,217,084.00.This plan was established in 2010.

EMPLOYEE BENEFIT PLAN OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION Total Number of Retirement Plan Participants

At the end of 2018, the total number of retirement plan participants in EMPLOYEE BENEFIT PLAN OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION is 64

EMPLOYEE BENEFIT PLAN OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION Average Participant Retirement Account Value

In 2018, the average participant retirement account value for EMPLOYEE BENEFIT PLAN OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION is $19,016.00

EMPLOYEE BENEFIT PLAN OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION Estimated Average Employee Contribution Amount

In 2018, the estimated average employee contribution amount per participant for EMPLOYEE BENEFIT PLAN OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION is $3,011.00.

EMPLOYEE BENEFIT PLAN OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION Estimated Average Employer Match

In 2018, the estimated average employer match for an employee in EMPLOYEE BENEFIT PLAN OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION is approximately $1,159.00
Investing in this additonal $1,159.00 for 20 years would give you extra $74,237.00, assuming a 10% annual return.

EMPLOYEE BENEFIT PLAN OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION Total Employer Contribution and Match Rate

In 2018, EMPLOYEE BENEFIT PLAN OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION allocates $74,237.00 to match its employees' contributions, providing an employer match rate of 77.04% of their contributions

EMPLOYEE BENEFIT PLAN OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION Total Retirement Plan Asset Growth Rate

In 2018, the total retirement plan asset growth rate of EMPLOYEE BENEFIT PLAN OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION is -3.80%.

EMPLOYEE BENEFIT PLAN OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION Estimated Aggregate Retirement Account Investment Gain/Loss

In 2018, the estimated aggregate retirement account investment gain/loss for EMPLOYEE BENEFIT PLAN OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION is -7.67%. This measures the effectiveness of the plan participants' investments in the year.

EMPLOYEE BENEFIT PLAN OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION Expense Ratio

In 2018, the investment and administrative expense ratio of EMPLOYEE BENEFIT PLAN OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION is 2.56%.

Enrollment Features

EMPLOYEE BENEFIT PLAN OF UMPQUA COMMUNITY DEVELOPMENT CORPORATION has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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