Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET KW1C · BOSTON, MA 02109 | Loan Processing | $127,433 |
JEFFREY SLOCUM & ASSOCIATES1+ years Filed as: JEFFREY SLOCUM & ASSOCIATES INC Service code 16 · EIN 41-1567437 | Consulting | $43,750 |
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 | $48,392 | $46,516+4.0% | $147,618-67.2% | $69,651-30.5% |
| Participation rate | 88.5% | 65.8%+22.7pp | 84.6%+3.9pp | 66.6%+21.9pp |
| Annual return | 1.52% | 9.48%-8.0pp | 61.98%-60.5pp | 53.77%-52.2pp |
| Employer contribution / active EE | $2,975 | $1,393+113.5% | $5,564-46.5% | $2,241+32.8% |
| Participant deferral / active EE | $4,160 | $2,719+53.0% | $4,895-15.0% | $3,635+14.4% |
| Admin fee / account holder | $9 | $45-79.5% | $11,612-99.9% | $63-85.5% |