Plan Ledger DOL Form 5500 · updated monthly

E Mortgage Funding, LLC401(k)

E MORTGAGE FUNDING, LLC 401(K) PROFIT SHARING PLAN · TROY, MI · plan year 2024

Reported admin expense ratio · 2024
0.10%

E Mortgage Funding, LLC reported $1,569 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Michigan (2,381st of 2,619), and 4,666th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$1,864,627
Participants with balances341
Active participants226
Employer contributions—
Employee contributions$310,208
Employer contribution per active participant—
Average account balance$5,468
Benefits paid to participants$16,725
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,569
Total administrative$1,569
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ADP, INC. · Loan processing · Recordkeeping$1,569
ADP BROKER-DEALER · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$1,569 · 0.10%
Similar plansFinance & Insurance · Michigan
Ross Mortgage Corporation MI$5.7M · 0.04%
Lighthouse Title, Inc. MI$4.6M · 0.66%
Retail Capital LLC MI$3.2M · 0.81%
MORTGAGE300 Corporation MI$2.1M · 0.49%
Wickfield Properties, LLC MI$822K · 1.21%
Loancraft, LLC MI$538K · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462337736 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.