Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $379,011 |
HBC FINANCIAL SERVICE1 year Service code 16 1200 WESTLAKE AVE N · SEATTLE, WA 98109 | Consulting | $110 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,465 | $63,259+31.9% | $178,510-53.2% | $93,223-10.5% |
| Participation rate | 77.5% | 72.1%+5.4pp | 81.9%-4.4pp | 74.9%+2.6pp |
| Annual return | 19.47% | 19.93%-0.5pp | 151.13%-131.7pp | 19.29%+0.2pp |
| Employer contribution / active EE | $4,344 | $1,865+133.0% | $5,011-13.3% | $2,680+62.1% |
| Participant deferral / active EE | $0 | $3,372-100.0% | $5,202-100.0% | $4,563-100.0% |
| Admin fee / account holder | $54 | $58-6.9% | $13,988-99.6% | $79-31.8% |