How big is Performance Mortgage LLC's plan?

Performance Mortgage LLC's plan reported $310K in assets and 8 participants for 2024.

Original filing (PDF)20251004133720NAL0005526738001

Performance Mortgage LLC

Name: Performance Mortgage LLC — Performance Mortgage LLC, Form 5500 (2024)
Creator: Performance Mortgage LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Performance Mortgage LLC 401(k) P/S Plan

401(k) retirement plan · Performance Mortgage LLC's Performance Mortgage LLC 401(k) P/S Plan held $310K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$310K

Net assets (EOY)

$310K

People on this filing

Andrew Hunt J signed Performance Mortgage LLC's 2024 Form 5500 as plan administrator.

Andrew Hunt J — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Performance Mortgage LLC's EIN is 81-3503395.

EIN 81-3503395

Plan number 001

Plan year 2024

ACK ID 20251004133720NAL0005526738001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Performance Mortgage LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Performance Mortgage LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERFORMANCE MORTGAGE LLC.

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PERFORMANCE MORTGAGE LLC

EIN

all filings

Address

1000 E JUDGE PEREZ DR · CHALMETTE, LA · 70043

Phone

(225) 206-3178

Industry

Finance & Insurance

Plan administrator