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 BANK8+ years Service code 15 100 N. MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $28,410 |
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 | $1,043,138 | $93,010+1021.5% | $96,543+980.5% | $74,478+1300.6% |
| Participation rate | 99.6% | 71.6%+28.0pp | 74.3%+25.2pp | 70.7%+28.8pp |
| Annual return | 23.64% | 37.50%-13.9pp | 35.75%-12.1pp | 34.37%-10.7pp |
| Employer contribution / active EE | $13,627 | $3,427+297.6% | $3,741+264.3% | $2,637+416.8% |
| Participant deferral / active EE | $6,957 | $3,971+75.2% | $4,880+42.6% | $4,530+53.6% |
| Admin fee / account holder | $52 | $633-91.8% | $6,737-99.2% | $347-85.1% |