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Company:
Affinity Bank
Plan:
Affinity Bank 401k Plan
 

Affinity Bank

73 Plan: Affinity Bank 401k Plan

 
 
73
25
65
83
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 10 point difference between this plan's BrightScope Rating (73) and the top rated plan (83) could equate to:
[How is this calculated?]
5 additional years of work
Up to $107,600 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

Affinity Bank 401k Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 73, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Salary Deferral. Affinity Bank 401k Plan currently has over 200 active participants and over $6.7M in plan assets.

 

 Retirement Plan Details

Address 101 S Chestnut St
Ventura, CA 93001-2808 
Industry Commercial Banking
Administrator Carol Mathieu
Sponsor Gerald Rich
Net Plan Assets $6,680,000
Total Participants 220
Avg Account Balance $31,000

 Compare Other Companies in Peer Group

National Bancorp 67.8
First Farmers Financial 66.6
Homestar Bank 66.5
Central Bancshares 65.3
CCB Financial 57.6
First Volunteer 55.0

 Top 3 Funds in this 401k

1. Fidelity Freedom 2010 17%
2. Fidelity Freedom 2030 15%
3. Fidelity Freedom 2020 9%

  Plan Service Provider

Auditor Crowe Horwath LLP

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