401(k) retirement plan · Preferred Mortgage's Preferred Mortgage 401(k) Plan held $362K in plan assets for 6 participants in 2025.
Signals · 1
High average account balance
Active participants
6
Accounts w/ balance
3
Plan assets (EOY)
$362K
Net assets (EOY)
$362K
Plan health score
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
66
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PREFERRED MORTGAGE.
