Retirement plan

CONSTRUCTION FUNDING RESOURCES LLC 401(K) PROFIT SHARING PLAN

Name: CONSTRUCTION FUNDING RESOURCES, LLC - CONSTRUCTION FUNDING RESOURCES LLC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: CONSTRUCTION FUNDING RESOURCES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONSTRUCTION FUNDING RESOURCES LLC 401(K) PROFIT SHARING PLAN, CONSTRUCTION FUNDING RESOURCES, LLC

CONSTRUCTION FUNDING RESOURCES, LLCEIN 05-0553071Plan #001PY 2020

1161 REMARKABLE DR - BEND, OR 97703503-680-9439

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.7M

+9.8% from 2019

Total participants

0.0% from 2019

Average account balance

-100.0% from 2019

Annual return

7.65%

-0.73 pp from 2019

Benchmarks

See 16,004 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,004 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.73M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$1.4M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-0.49%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$537500

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$228,352-100.0%

$185,827-100.0%

$158,950-100.0%

Participation rate

0.0%

82.3%-82.3pp

78.0%-78.0pp

82.0%-82.0pp

Annual return

7.65%

40.81%-33.2pp

35.96%-28.3pp

302.91%-295.3pp

Employer contribution / active EE

$4,000

$4,967-19.5%

$4,087-2.1%

$4,762-16.0%

Participant deferral / active EE

$12,000

$6,416+87.0%

$5,633+113.0%

$5,983+100.6%

Admin fee / account holder

$11,867-100.0%

$9,502-100.0%

$11,248-100.0%

CONSTRUCTION FUNDING RESOURCES LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CONSTRUCTION FUNDING RESOURCES LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion