Retirement plan

FIRST NORTHWEST BANCORP EMPLOYEE STOCK OWNERSHIP PLAN

Name: FIRST NORTHWEST BANCORP - FIRST NORTHWEST BANCORP EMPLOYEE STOCK OWNERSHIP PLAN (2018) Form 5500
Creator: FIRST NORTHWEST BANCORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIRST NORTHWEST BANCORP EMPLOYEE STOCK OWNERSHIP PLAN, FIRST NORTHWEST BANCORP

FIRST NORTHWEST BANCORPEIN 46-1259100Plan #003PY 2018

105 WEST 8TH STREET - PORT ANGELES, WA 98362360-457-0461

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$16.6M

+0.7% from 2017

Total participants

174

+10.8% from 2017

Average account balance

$95,521

-9.1% from 2017

Annual return

-3.78%

-21.30 pp from 2017

Benchmarks

See 2,193 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants100-249

Cohort2,193 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.64M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

266

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$579K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

-24.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 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 codes2I2P

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MOSS ADAMS LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$95,521

$79,523+20.1%

$140,019-31.8%

$56,289+69.7%

Participation rate

100.0%

85.7%+14.3pp

87.5%+12.5pp

69.9%+30.1pp

Annual return

-3.78%

2.39%-6.2pp

651.17%-654.9pp

-9.96%+6.2pp

Employer contribution / active EE

$6,094

$3,350+81.9%

$5,605+8.7%

$2,111+188.7%

Participant deferral / active EE

$5,129-100.0%

$6,927-100.0%

$3,350-100.0%

Admin fee / account holder

$614-100.0%

$10,705-100.0%

$521-100.0%

FIRST NORTHWEST BANCORP EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FIRST NORTHWEST BANCORP EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion