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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; Claims p... | $1,945 |
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 | $50,503 | $76,551-34.0% | $123,894-59.2% | $62,881-19.7% |
| Participation rate | 92.4% | 73.0%+19.4pp | 81.4%+11.0pp | 69.3%+23.1pp |
| Annual return | 7.88% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,952 | $2,882+2.4% | $4,617-36.1% | $2,281+29.4% |
| Participant deferral / active EE | $2,499 | $4,840-48.4% | $5,984-58.2% | $3,203-22.0% |
| Admin fee / account holder | $10 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |