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 BANK6+ years Service code 15 · EIN 35-6495542 | Recordkeeping | $20,356 |
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 | $739,641 | $78,275+844.9% | $109,191+577.4% | $86,828+751.8% |
| Participation rate | 99.8% | 73.8%+25.9pp | 75.9%+23.9pp | 72.3%+27.5pp |
| Annual return | 27.00% | 19.14%+7.9pp | 25.76%+1.2pp | 97.95%-71.0pp |
| Employer contribution / active EE | $9,098 | $3,105+193.0% | $3,723+144.4% | $2,406+278.1% |
| Participant deferral / active EE | $6,080 | $3,641+67.0% | $4,653+30.7% | $4,132+47.1% |
| Admin fee / account holder | $34 | $198-82.7% | $6,756-99.5% | $170-79.7% |