Lhm Financial Corporation

53 Plan:

100

For the average 401k participant, the 35 point difference between this plan's BrightScope Rating (53) and the top rated plan (88) could equate to:
[How is this calculated?]

18 additional years of work

Up to $204,100 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

Lhm Financial Corporation 401k Profit Sharing Plan & Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 53. Lhm Financial Corporation 401k Profit Sharing Plan & Trust currently has over 100 active participants and over $1.5M in plan assets.

Help Improve This Plan

Personal Fee Report

Investment Menu Statistics

No. of Investment Options

Plan Average: 24

Largest Funds in this 401k: based on % allocation of assets

1.	Transamerica Asset Allocation Moderate Growth	41%
2.	Cash and Cash Equivalents	19%
3.	Participant Loans	6%

Plan Component Ratings

Total Plan Cost High Fees

Company Generosity Poor

Design Components

Participation Rate Below Avg.

Salary Deferrals Average

Account Balances Poor

Performance Components

Retirement Plan Details

Address	7025 E. Greenway Parkway Suite 100 Scottsdale, AZ 85254
Industry	Real Estate Credit
Administrator	Ned Kneadler
Net Plan Assets	$1,500,000
Total Participants	180
Avg Account Balance	$12,000

Compare Other Companies in Peer Group

First Guaranty Mortgage	68.8
MegaStar Financial	64.5
Amera Mortgage	63.0
Century Mortgage Company	56.7
Amerifirst Financial	52.1
West Tennessee Bancshares	50.8

Plan Service Provider

Auditor

Richey May & Co., LLP