Plan Ledger DOL Form 5500 · updated monthly

Hometown Equity Mortgage, LLC401(k)

HOMETOWN EQUITY MORTGAGE 401(K) PLAN · LAKE FOREST, CA · plan year 2022

Reported admin expense ratio · 2022
2.18%

Hometown Equity Mortgage, LLC reported $48,678 in plan administrative expenses for 2022: 2.18% of average plan assets, higher than ~90% 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 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (8,195th of 9,483), and 4,645th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$2,236,621
Participants with balances227
Active participants212
Employer contributions—
Employee contributions$1,206,705
Employer contribution per active participant—
Average account balance$9,853
Benefits paid to participants$1,155,865
AuditorHOMETOWN EQUITY MORTGAGE 401 (K) PL
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$48,678
Total administrative$48,678
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$48,678 · 2.18%
Similar plansFinance & Insurance · California
24 Carrots LLC CA$2.7M · 0.46%
Trovata, Inc. CA$2.7M · 0.14%
Clearpath Lending CA$2.6M · 0.09%
The Aligned Company CA$1.5M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431937428 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.