Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,351 |
HBC FINANCIAL SERVICE1 year Service code 16 1200 WESTLAKE AVE N · SEATTLE, WA 98109 | Consulting | $110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $96,972 | $63,259+53.3% | $178,510-45.7% | $93,223+4.0% |
| Participation rate | 62.5% | 72.1%-9.7pp | 81.9%-19.5pp | 74.9%-12.5pp |
| Annual return | 17.56% | 19.93%-2.4pp | 151.13%-133.6pp | 19.29%-1.7pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $5,011-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $6,830 | $3,372+102.5% | $5,202+31.3% | $4,563+49.7% |
| Admin fee / account holder | $5 | $58-91.7% | $13,988-100.0% | $79-93.9% |