Mortgage Research Center 401(k) match, vesting and fees
What Mortgage Research Center's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 118 defined-contribution plans in finance and insurance with 5,000 to 9,999 participants.
| Mortgage Research Center: employer contribution per participant | $3,757 | |
| Peer median | $3,354 |
| Mortgage Research Center: average balance | $91,530 | |
| Peer median | $126,365 |
| Mortgage Research Center: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.06% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $348M at the end of plan year 2021 to $484M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,368 | $484M | $19.9M | $3,757 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 5,395 | $397M | $8.3M | $1,555 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 5,777 | $315M | $8.4M | $1,458 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 5,695 | $348M | $44.2M | $7,818 | 0.21% | Not published | Form 5500 ↗ |
Common questions
Does Mortgage Research Center match 401(k) contributions?
The match terms for the Veterans United Home Loans 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $19.9M in employer contributions, about $3,757 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mortgage Research Center 401(k) match vested?
The vesting schedule for the Veterans United Home Loans 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mortgage Research Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Milliman, Inc.. The plan administrator is Mortgage Research Center LLC.
I left Mortgage Research Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mortgage Research Center LLC, (573) 876-2600) or the recordkeeper, Milliman, Inc.. The Mortgage Research Center old 401(k) page lists the contacts from every plan filing. Find an old Mortgage Research Center 401(k)
Data from the public Form 5500 annual reports Mortgage Research Center filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Mortgage Research Center. Not financial advice. Report a correction · Methodology