Overview

Plan Rating

BrightScope Rating
64
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (41)
Average in Peer Group (69)
Highest in Peer Group (91)

Plan Description

LHM Financial Corporation 401k Profit Sharing Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 64. This plan is in the top 15% of plans for Total Plan Cost. LHM Financial Corporation 401k Profit Sharing Plan and Trust currently has over 200 active participants and over $4.4M in plan assets.

Did you know?

For the average 401k participant, the 27 point difference between this plan's BrightScope Rating (64) and the top rated plan (91) could equate to:
16
Additional years of work
156,052
Lost 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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 7025 E Greenway Pkwy Ste 100
  • Location
    Scottsdale , AZ
  • 85254-2130
  • Industry
    Real Estate Credit
  • Administrator
    Sarah Zwick
  • Net Plan Assets
    $4,420,000
  • Total Participants
    220
  • Avg Account Balance
    $24,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Poor

Performance

Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Below Avg.

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Average

Peer Group Plans

Company Rating
Directors Mortgage 73.2
N.O.I.C. 68.4
Compass Mortgage 66.9
Allied Mortgage Group 65.0
South Pacific Financial 62.8
Aqua Finance 62.0
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

17

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard 500 Index 25%
18%
Vanguard Balanced Index 23%
14%
Vanguard Total Stock Market Index 8%
28%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
Metz & Associates

Articles and Questions

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