Corelogic, Inc. 401(k) Review & Grade
Corelogic, Inc. 401(k) Savings Plan
Irvine, CAInformation3,860 active participantsPlan year 2024✓ Auto-enroll
Estimate from the plan's Form 5500 filing · How we grade
$3,963Employer $ per active participant
$9,785Employee $ saved per active participant
0.00%Direct admin cost, % of plan assets
$779.0MNet plan assets, end of year
$126,786Average balance per account
Score breakdown
- Employer generosity26.3 / 5053th percentile for employer $ per participant
- Low cost24.9 / 2599th percentile for low admin cost vs. same-size plans
- Employee saving9.2 / 1561th percentile for employee $ per participant
- Plan features10 / 10Auto-enrollment, Default investment
- Red-flag deductions-13 pts2 issues reported on the filing
Total score57 / 100 · Grade C
This plan vs. peers
Peers: Information plans with 2,500–9,999 active participants (60 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 53th |
| Lower admin cost | 99th |
| Employee saving | 61th |
| Peers that auto-enroll | 63% |
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Red flags from the filing
Benefits not paid when due: the plan reported failing to pay some benefits on time.
Corrective distributions: the plan refunded $2,751 in contributions, which usually means it failed annual nondiscrimination testing.
What to do if you're in this plan
- Corelogic put in about $3,963 per active participant, more than the typical peer ($3,691). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- The plan auto-enrolls employees. Check your default contribution rate. Defaults are often lower than what it takes to get the full match.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $15,298,013 |
| Participant (employee) contributions | $37,770,284 |
| Other contributions (incl. rollovers in) | $7,810,152 |
| Administrative expenses paid from the plan | $19,370 |
| Contract administrator fees | $1,200 |
| Investment advisory & management fees | $67,177 |
| Other admin expenses | $85,000 |
| Benefits paid out | $68,999,730 |
| Net assets, start / end of year | $685.5M / $779.0M |
| Active participants, start / end of year | 3,765 / 3,955 |
| Participants with account balances | 6,144 |
| Auto-enrollment (feature code 2S) | Yes |
| Auditor | Baker Tilly US, LLP |
Largest service providers (Schedule C)
| NFP Retirement | $85,000 reported compensation |
| Strategic Advisors, Inc. | $67,177 reported compensation |
| Moss Adams | $5,250 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251014191205NAL0004850304001, received 2025-10-14, EIN 95-1068610, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.