Retirement plan

MT. HOOD CORPORATION 401(K) PLAN

Name: MT. HOOD CORPORATION - MT. HOOD CORPORATION 401(K) PLAN (2020) Form 5500
Creator: MT. HOOD CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MT. HOOD CORPORATION 401(K) PLAN, MT. HOOD CORPORATION

MT. HOOD CORPORATIONEIN 47-2616205Plan #001PY 2020

38862 PROCTOR BLVD. - SANDY, OR 97055503-668-4181

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$781K

+54.4% from 2019

Total participants

+21.6% from 2019

Average account balance

$24,394

+49.6% from 2019

Annual return

25.59%

+25.59 pp from 2019

Benchmarks

See 8,769 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,769 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.48M

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

56.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$242K

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

+12.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1828

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 codes2E2G2J2T3D

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

Expense breakdown

Schedule H Part II

Admin total

$8K

$100 / participant

Other / not subdivided$8K100.0%

% of EOY assets

1.077%

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

$24,394

$60,128-59.4%

$90,440-73.0%

$79,852-69.5%

Participation rate

31.0%

65.0%-34.0pp

72.7%-41.7pp

69.6%-38.7pp

Annual return

25.59%

71.95%-46.4pp

1294.38%-1268.8pp

31.72%-6.1pp

Employer contribution / active EE

$661

$2,068-68.1%

$3,263-79.8%

$2,471-73.3%

Participant deferral / active EE

$1,073

$2,939-63.5%

$3,964-72.9%

$3,740-71.3%

Admin fee / account holder

$263

$3,977-93.4%

$5,615-95.3%

$5,306-95.0%

MT. HOOD CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MT. HOOD CORPORATION 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