THE MORTGAGE FIRM, INC. 401(K) PLAN
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Plan General Information
THE MORTGAGE FIRM, INC. 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of THE MORTGAGE FIRM, INC. 401(K) PLAN is $27,166,613.00.This plan was established in 2004.
THE MORTGAGE FIRM, INC. 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in THE MORTGAGE FIRM, INC. 401(K) PLAN is 611
THE MORTGAGE FIRM, INC. 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for THE MORTGAGE FIRM, INC. 401(K) PLAN is $44,462.00
THE MORTGAGE FIRM, INC. 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for THE MORTGAGE FIRM, INC. 401(K) PLAN is $3,195.00.
THE MORTGAGE FIRM, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of THE MORTGAGE FIRM, INC. 401(K) PLAN is 5.51%.
THE MORTGAGE FIRM, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for THE MORTGAGE FIRM, INC. 401(K) PLAN is 23.87%. This measures the effectiveness of the plan participants' investments in the year.
THE MORTGAGE FIRM, INC. 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of THE MORTGAGE FIRM, INC. 401(K) PLAN is 0.05%.
Enrollment Features
THE MORTGAGE FIRM, INC. 401(K) PLAN 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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