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| Provider | Service type | Compensation |
|---|---|---|
FAIRCOURT PARTNERS, LLC2+ years Filed as: FAIRCOURT PARTNERS LLC Service code 27 · EIN 82-4882966 | Advisory (Plan) | $166,696 |
Service code 37 · EIN 04-2647786 | Loan Processing | $124,111 |
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 | $97,900 | $56,095+74.5% | $178,510-45.2% | $90,274+8.4% |
| Participation rate | 90.8% | 65.6%+25.2pp | 81.9%+8.9pp | 73.4%+17.4pp |
| Annual return | 30.61% | 28.81%+1.8pp | 151.13%-120.5pp | 53.97%-23.4pp |
| Employer contribution / active EE | $1,581 | $1,572+0.5% | $5,011-68.5% | $2,523-37.4% |
| Participant deferral / active EE | $4,699 | $2,669+76.1% | $5,202-9.7% | $4,231+11.1% |
| Admin fee / account holder | $188 | $101+86.5% | $13,988-98.7% | $114+64.6% |