Achievements

Financial	YTD Achievement	YTD Goal	Achievement to Goal %
1. Total Gross Sales ($)
- Investments	$ 0	$ 0
- Borrowing	$ 2,146,662	$ 2,173,509	99%
- Deposit (Day to Day)	$ 215,550	$ 869,230	25%
2. Team Goal - Branch Net Growth ($)
- Retail	$ 15,624,078	$ 15,138,951	103%
3. Unit Sales
- Credit Cards	27	16	169%
- Insurance	92	108	85%
Achievement			96%

OPERATIONAL	YTD Achievement	YTD Goal	Achievement to Goal %
1. Operational Controls and Operating Effectiveness
- Audit/Regulatory Compliance	Select Rating	Observed 100%
- LDC Trending	Select Rating	75% to 89% of the time within controls
2. Sales Productivity (Retail)
- Unit Sales/SO/Week	13.50	13.35	101%
			101%

CUSTOMER	YTD Achievement	YTD Goal	Achievement to Goal %
1. Overall Branch Performance (OBP)	0.5161	0.2463	210%
2. # of products per successful appointment	1.7223	2.3069	75%
Achievement			143%

PEOPLE	YTD Achievement	YTD Goal	Achievement to Goal %
Branch Employee Engagement Index (EEI)
		Achievement