Retirement plan

REGION 9 401(K) PLAN

Name: REGION 9 HOUSING CORPORATION - REGION 9 401(K) PLAN (2017) Form 5500
Creator: REGION 9 HOUSING CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REGION 9 401(K) PLAN, REGION 9 HOUSING CORPORATION

REGION 9 HOUSING CORPORATIONEIN 22-1945368Plan #002PY 2017

88 HUNTINGTON STREET - NEW BRUNSWICK, NJ 08901732-640-2088LinkedIn11-50 employeesreal estate

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$301K

+84.0% from 2016

Total participants

+16.7% from 2016

Average account balance

$5,185

+58.6% from 2016

Annual return

16.58%

-9.37 pp from 2016

Benchmarks

See 3,455 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,455 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.64M

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

89.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$249K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+16.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2529

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$51 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.150%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$5,185

$62,672-91.7%

$185,117-97.2%

$70,126-92.6%

Participation rate

82.4%

63.8%+18.6pp

77.3%+5.1pp

69.5%+12.8pp

Annual return

16.58%

40.79%-24.2pp

40.50%-23.9pp

73.15%-56.6pp

Employer contribution / active EE

$409

$1,753-76.7%

$4,182-90.2%

$2,343-82.5%

Participant deferral / active EE

$1,262

$3,272-61.4%

$5,045-75.0%

$3,332-62.1%

Admin fee / account holder

$60

$3,932-98.5%

$8,159-99.3%

$4,645-98.7%

REGION 9 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REGION 9 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion