Filed October 29, 2008 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
1ST SOURCE BANK2+ years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $10,690 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $372,905 | $60,545+515.9% | $92,240+304.3% | $69,634+435.5% |
| Participation rate | 99.1% | 72.2%+27.0pp | 76.5%+22.7pp | 70.7%+28.4pp |
| Annual return | 25.85% | 19.71%+6.1pp | 176.29%-150.4pp | 27572.26%-27546.4pp |
| Employer contribution / active EE | $11,823 | $2,633+349.0% | $3,680+221.3% | $2,032+481.8% |
| Participant deferral / active EE | $3,666 | $2,828+29.7% | $3,897-5.9% | $3,224+13.7% |
| Admin fee / account holder | $17 | $145-88.1% | $5,194-99.7% | $110-84.4% |