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 BANK7+ years Service code 15 100 MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $37,009 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $934,986 | $106,236+780.1% | $112,270+732.8% | $64,829+1342.2% |
| Participation rate | 99.5% | 71.7%+27.8pp | 75.1%+24.4pp | 71.5%+28.0pp |
| Annual return | 16.69% | -6.02%+22.7pp | 27.49%-10.8pp | 32.85%-16.2pp |
| Employer contribution / active EE | $12,489 | $3,167+294.4% | $3,635+243.5% | $2,507+398.1% |
| Participant deferral / active EE | $6,891 | $3,786+82.0% | $4,729+45.7% | $4,312+59.8% |
| Admin fee / account holder | $73 | $452-83.8% | $6,411-98.9% | $188-61.1% |