Retirement plan

NEIGHBORHOOD HOUSING SERVICES OF ORANGE COUNTY,INC. DBA NEIGHBORWORKS ORANGE CT

Name: NEIGHBORHOOD HOUSING SERVICES - NEIGHBORHOOD HOUSING SERVICES OF ORANGE COUNTY,INC. DBA NEIGHBORWORKS ORANGE CT (2024) Form 5500
Creator: NEIGHBORHOOD HOUSING SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEIGHBORHOOD HOUSING SERVICES OF ORANGE COUNTY,INC. DBA NEIGHBORWORKS ORANGE CT, NEIGHBORHOOD HOUSING SERVICES

NEIGHBORHOOD HOUSING SERVICESEIN 95-3130152Plan #003PY 2024

1748 W. KATELLA AVENUE, SUITE 202 - ORANGE, CA 92867714-490-1250neighborhoodhousingresource.comLinkedIn1-10 employeesreal estate

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.9M

+21.3% from 2023

Total participants

0.0% from 2023

Average account balance

$155,468

+21.3% from 2023

Annual return

17.23%

-1.68 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.89M

Not enough data

1 years with asset history on file

Average account balance

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

$155K

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.

208.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$154K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+17.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$888

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 codes2G3D2J

Plan features

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$22K

$1851 / participant

Other / not subdivided$22K100.0%

% of EOY assets

0.571%

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

$155,468

$183,539-15.3%

$155,556-0.1%

$145,897+6.6%

Participation rate

91.7%

82.7%+9.0pp

78.2%+13.4pp

80.3%+11.4pp

Annual return

17.23%

61.31%-44.1pp

64.84%-47.6pp

552.29%-535.1pp

Employer contribution / active EE

$4,294

$5,315-19.2%

$4,675-8.2%

$4,663-7.9%

Participant deferral / active EE

$8,523

$6,467+31.8%

$5,631+51.4%

$6,689+27.4%

Admin fee / account holder

$888

$19,275-95.4%

$15,885-94.4%

$13,390-93.4%

NEIGHBORHOOD HOUSING SERVICES OF ORANGE COUNTY,INC. DBA NEIGHBORWORKS ORANGE CT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEIGHBORHOOD HOUSING SERVICES OF ORANGE COUNTY,INC. DBA NEIGHBORWORKS ORANGE CT

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