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| Provider | Service type | Compensation |
|---|---|---|
FAIRCOURT PARTNERS, LLC3+ years Filed as: FAIRCOURT PARTNERS LLC Service code 27 · EIN 82-4882966 | Advisory (Plan) | $219,170 |
Service code 37 · EIN 04-2647786 | Loan Processing | $208,089 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,770 | $67,512+83.3% | $185,854-33.4% | $93,010+33.1% |
| Participation rate | 94.9% | 67.1%+27.8pp | 81.7%+13.2pp | 73.9%+21.0pp |
| Annual return | 217.40% | 21.04%+196.4pp | 122.12%+95.3pp | 158.70%+58.7pp |
| Employer contribution / active EE | $2,877 | $1,783+61.3% | $5,169-44.3% | $2,705+6.3% |
| Participant deferral / active EE | $4,981 | $3,035+64.1% | $5,569-10.5% | $4,561+9.2% |
| Admin fee / account holder | $110 | $318-65.4% | $16,246-99.3% | $152-27.6% |