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| Provider | Service type | Compensation |
|---|---|---|
FAIRCOURT PARTNERS, LLC1+ years Filed as: FAIRCOURT PARTNERS LLC Service code 27 · EIN 82-4882966 | Advisory (Plan) | $90,421 |
Service code 37 · EIN 04-2647786 | Loan Processing | $60,818 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,145 | $47,456+75.2% | $172,757-51.9% | $77,775+6.9% |
| Participation rate | 91.4% | 66.3%+25.2pp | 82.6%+8.8pp | 73.2%+18.2pp |
| Annual return | 22.28% | 35.57%-13.3pp | 803.06%-780.8pp | 32.58%-10.3pp |
| Employer contribution / active EE | $4,964 | $1,574+215.4% | $5,144-3.5% | $2,504+98.3% |
| Participant deferral / active EE | $4,284 | $2,560+67.4% | $5,198-17.6% | $3,966+8.0% |
| Admin fee / account holder | $110 | $81+36.2% | $13,956-99.2% | $100+10.0% |