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Company:
W. R. Starkey Mortgage, L.L.P.
Plan:
W. R. Starkey Mortgage, L.L.P. Employees Savings Plan
 

W. R. Starkey Mortgage, L.L.P.

63 Plan: W. R. Starkey Mortgage, L.L.P. Employees Savings Plan

 
 
63
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88
0
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For the average 401k participant, the 25 point difference between this plan's BrightScope Rating (63) and the top rated plan (88) could equate to:
[How is this calculated?]
14 additional years of work
Up to $115,700 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

W. R. Starkey Mortgage, L.L.P. Employees Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 63. This plan is in the top 35% of plans for Salary Deferral. W. R. Starkey Mortgage, L.L.P. Employees Savings Plan currently has over 600 active participants and over $12.8M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
70
Plan Average: 24
Top 3 Funds in this 401k
1. John Hancock Funds II Lifestyle Growth 25%
2. John Hancock Funds II Lifestyle Balanced 14%
3. John Hancock Stable Value Fund 6%

 
Plan Component Ratings

 Retirement Plan Details

Address 5055 Park Blvd.
Suite 300
Plano, TX 75093 
Industry Real Estate Credit
Administrator Jim Clapp
Net Plan Assets $12,800,000
Total Participants 610
Avg Account Balance $24,000

 Compare Other Companies in Peer Group

Academy Mortgage 66.2
Cherry Creek Mortgage Company 62.4
Freedom Mortgage 59.8
Gateway Funding Diversified... 57.8
Allied Home Mortgage 55.0
Golden Empire Mortgage 51.8

  Plan Service Providers

Insurance Carrier John Hancock
Insurance Advisor/Broker UBS Financial Services, Inc.
Recordkeeper John Hancock
Auditor BKM Sowan Horan, LLP

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