Plan Ledger DOL Form 5500 · updated monthly

Mortgage Capital Partners, Inc.401(k)

MORTGAGE CAPITAL PARTNERS, INC. 401(K) PLAN · LOS ANGELES, CA · plan year 2022

Reported admin expense ratio · 2022
0.07%

Mortgage Capital Partners, Inc. reported $5,027 in plan administrative expenses for 2022: 0.07% 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 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (6,560th of 9,483), and 4,344th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$6,327,767
Participants with balances96
Active participants94
Employer contributions—
Employee contributions$693,900
Employer contribution per active participant—
Average account balance$65,914
Benefits paid to participants$526,436
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Professional / advisory$4,091
Total administrative$5,027
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$5,027 · 0.07%
Similar plansFinance & Insurance · California
Stride Health, Inc. CA$6.4M · 0.11%
Mnet Financial, LLC CA$6.2M · 1.37%
Nexera Holding LLC CA$6.1M · 0.69%
High Tech Lending, Inc. CA$6.1M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262637667 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.