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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,653 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,415 | $38,925-27.0% | $73,836-61.5% | $55,191-48.5% |
| Participation rate | 100.0% | 66.0%+34.0pp | 73.4%+26.6pp | 69.2%+30.8pp |
| Annual return | 170.43% | 6.31%+164.1pp | 2268.06%-2097.6pp | 10.78%+159.6pp |
| Employer contribution / active EE | $517 | $1,695-69.5% | $2,787-81.4% | $1,899-72.8% |
| Participant deferral / active EE | $2,056 | $2,351-12.5% | $3,583-42.6% | $3,046-32.5% |
| Admin fee / account holder | $5 | $83-94.0% | $4,882-99.9% | $91-94.6% |