Plan Ledger DOL Form 5500 · updated monthly

Mission Loans, LLC401(k)

MISSION LOANS, LLC 401(K) PROFIT SHARING PLAN · IRVINE, CA · plan year 2022

Reported admin expense ratio · 2022
0.17%

Mission Loans, LLC reported $6,300 in plan administrative expenses for 2022: 0.17% of average plan assets, below the peer median. 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.

Across the 2 years on file its reported administrative ratio rose from 0.17% to 0.80%. 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 (7,529th of 9,483), and 4,548th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$3,675,398
Participants with balances393
Active participants214
Employer contributions—
Employee contributions$1,396,043
Employer contribution per active participant—
Average account balance$9,352
Benefits paid to participants$1,041,738
Plan auditUnmodified (clean) audit opinion
AuditorNICHOLAS & ROBISON ACCOUNTING
Plan history3
Yearassets · accounts · employer contribution
2024$49K · 1 accts
2023$3.2M · 374 accts · $14K emplr
2022$3.7M · 393 accts
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 history3
2024$13,000 · 0.80%
2023$13,200 · 0.38%
2022$6,300 · 0.17%
Same employer
Similar plansFinance & Insurance · California
Data Mortage, Inc CA$4.3M · 0.54%
Peer Street, Inc. CA$4.3M · 0.19%
Ladera Lending, Inc. CA$3.7M · 1.20%
Ony Glo Inc. CA$3.6M · 0.07%
Plocher Holding Company CA$3.6M · 0.34%
Contactability-Com LLC CA$3.3M · 0.05%
Jmj Financial CA$3.2M · 0.77%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 341633105 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.