Heritage Federal Credit Union
74
Plan:
Heritage Federal Credit Union Capital Accumulation Plan
31
65
81
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 7 point difference between this plan's BrightScope Rating (74) and the top rated plan (81) could equate to:
[How is this calculated?]
[How is this calculated?]
4 additional years of work Up to $33,900 in lost retirement savings.The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.
Retirement Plan Description
Heritage Federal Credit Union Capital Accumulation Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 74, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Participation Rate. Heritage Federal Credit Union Capital Accumulation Plan currently has over 100 active participants and over $6.6M in plan assets.
Retirement Plan Details
| Address |
Po Box 189
Newburgh, IN 47629 |
| Industry | Credit Unions |
| Administrator | Barbara Winstead |
| Net Plan Assets | $6,590,000 |
| Total Participants | 160 |
| Avg Account Balance | $40,000 |
Compare Other Companies in Peer Group
| Leominster Credit Union | 70.7 |
| Stanford Federal Credit Union | 69.9 |
| Mid-Atlantic Corporate Federal... | 67.3 |
| CFCU Community Credit Union | 66.8 |
| Sidney Federal Credit Union | 62.8 |
| Global Credit Union | 59.4 |
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