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Company:
Santa Clara Partners Mortgage Corporation
Plan:
Partners Mortgage Corporation 401k Plan
 

Santa Clara Partners Mortgage Corporation

63 Plan: Partners Mortgage Corporation 401k Plan

 
 
63
3
61
84
0
10
20
30
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60
70
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100
For the average 401k participant, the 21 point difference between this plan's BrightScope Rating (63) and the top rated plan (84) could equate to:
[How is this calculated?]
11 additional years of work
Up to $107,000 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

Partners Mortgage Corporation 401k 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 Investment Menu Quality and Salary Deferral. Partners Mortgage Corporation 401k Plan currently has fewer than 100 active participants and over $1.8M in plan assets.

 

 Retirement Plan Details

Address 1479 Saratoga Ave
San Jose, CA 95129-4934 
Industry Real Estate Credit
Administrator Leslie Rognas
Sponsor Dan Trinidad
Net Plan Assets $1,840,000
Total Participants 82
Avg Account Balance $22,000

 Compare Other Companies in Peer Group

First Guaranty Mortgage 74.8
ECC Capital 72.3
USA Funding 70.2
Corinthian Mortgage 64.5
Century Mortgage Company 47.1
Mortgage Investors 40.6

 Top 3 Funds in this 401k

1. Fidelity Contrafund 17%
2. American Century Equity Income 11%
3. American Century Income & Growth 10%

  Plan Service Providers

Insurance Carrier American United Life
Auditor Johanson & Yau Accountancy Corp
Insurance Advisor/Broker Bruce Kajiwara
Insurance Advisor/Broker Robert G Taylor

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