Plan Ledger DOL Form 5500 · updated monthly

Housing Hope403(b)

HOUSING HOPE 403(B) PLAN · EVERETT, WA · plan year 2022

Reported admin expense ratio · 2022
0.03%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Housing Hope reported $1,360 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $341 per active participant. 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 health care & social assistance employers. By assets it is among the smaller plans on file in Washington (1,429th of 1,714), and 8,627th of 11,911 in health care & social assistance. In 2022, employees put in $3.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,892,058
Participants with balances99
Active participants167
Employer contributions$56,901
Employee contributions$209,181
Employer contribution per active participant$341
Average account balance$39,314
Benefits paid to participants$541,022
Plan auditUnmodified (clean) audit opinion
AuditorCLARK NUBER
Administrative expenses, itemized · 2022
Investment management$60
Professional / advisory$1,300
Total administrative$1,360
Employer contributions to the Housing Hope plan · 2022
Employer contribution per active participant$341
Median for plans this size$1,114

Housing Hope's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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$1,360 · 0.03%
Similar plansHealth Care & Social Assistance · Washington
Multi-Service Center WA$4.1M · 0.02%
Youth Care, Inc. WA$4.1M · 1.06%
Cascade Connections WA$4.1M · 0.75%
Keiro Northwest WA$3.7M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943060709 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.