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 BANK10+ years Service code 15 100 N. MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $83,923 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $839,969 | $98,273+754.7% | $150,734+457.3% | $85,660+880.6% |
| Participation rate | 99.9% | 84.0%+15.9pp | 78.4%+21.5pp | 74.8%+25.1pp |
| Annual return | 26.96% | 7.62%+19.3pp | 600.81%-573.8pp | 19.52%+7.4pp |
| Employer contribution / active EE | $14,397 | $5,764+149.8% | $4,918+192.7% | $4,199+242.8% |
| Participant deferral / active EE | $6,546 | $1,439+354.8% | $5,610+16.7% | $3,518+86.1% |
| Admin fee / account holder | $71 | $226-68.7% | $14,905-99.5% | $224-68.5% |