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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INS. CO. Service code 12 · EIN 13-1614399 | Participant loan processing; Account ... | $4,616 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,493 | $61,166-28.9% | $185,849-76.6% | $79,391-45.2% |
| Participation rate | 92.0% | 66.6%+25.4pp | 81.7%+10.3pp | 70.7%+21.3pp |
| Annual return | 11.00% | 19.45%-8.4pp | 122.10%-111.1pp | 116.88%-105.9pp |
| Employer contribution / active EE | $2,495 | $2,321+7.5% | $5,169-51.7% | $2,428+2.8% |
| Participant deferral / active EE | $2,141 | $2,789-23.2% | $5,569-61.6% | $4,046-47.1% |
| Admin fee / account holder | $16 | $710-97.7% | $16,244-99.9% | $627-97.4% |