Retirement plan

LANGDON MORTGAGE COMPANY, INC. 401 (K) PLAN

Name: LANGDON MORTGAGE COMPANY, INC - LANGDON MORTGAGE COMPANY, INC. 401 (K) PLAN (2015) Form 5500
Creator: LANGDON MORTGAGE COMPANY, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LANGDON MORTGAGE COMPANY, INC. 401 (K) PLAN, LANGDON MORTGAGE COMPANY, INC

LANGDON MORTGAGE COMPANY, INCEIN 35-1923481Plan #001PY 2015

250 E 96TH STREET, SUITE 280 - INDIANAPOLIS, IN 46240317-844-2250langdonmortgage.comLinkedIn11-50 employeesfinancial services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$172K

No prior year

Total participants

No prior year

Average account balance

$34,409

No prior year

Annual return

1.30%

No prior year

Benchmarks

See 27,820 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort27,820 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$998K

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

71.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1490

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$34,409

$140,592-75.5%

$123,105-72.0%

$125,389-72.6%

Participation rate

100.0%

88.2%+11.8pp

86.8%+13.2pp

83.2%+16.8pp

Annual return

1.30%

16.80%-15.5pp

13.22%-11.9pp

282.24%-280.9pp

Employer contribution / active EE

$1,824

$6,041-69.8%

$5,151-64.6%

$4,866-62.5%

Participant deferral / active EE

$3,695

$6,980-47.1%

$6,229-40.7%

$5,352-30.9%

Admin fee / account holder

$11,198-100.0%

$9,014-100.0%

$9,541-100.0%

LANGDON MORTGAGE COMPANY, INC. 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LANGDON MORTGAGE COMPANY, INC. 401 (K) 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