Calculating Your ROI for Financial Education ~ ROI Questionnaire

Please complete the following questionnaire and return to info@ButterflyFinancialLLC.com in order to receive an estimated ROI for your company's investment in a comprehensive financial education program.

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Email:
Company:
Contact Name:
Address:
City:		State:		Zip:
Phone:
Fax:
Number of Employees:
Average salary:	(choose one) Annual Monthly Weekly
Turnover Rate:(%)
Cost of Turnover (as a % of average salary):
Lost Productivity per financially unfit employee:(%)
Do You Have a Flex Spending Account? (check one):	Yes No	If yes, number of employees participating
Average contribution rate in the FSA:
Other costs specific to your company or your industry (add your own in the comment section if something is not included here)
	Cost to administer 401(k) loans
	Cost to administer wage garnishments
	Administrative time spent explaining benefits
Comments:
Note: If a variable is unknown, we will use an assumption that is based on expert opinion and/or research. Provided by Butterfly Financial, LLC - www.ButterflyFinancialLLC.com