Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $5,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $21,650 | $55,470-61.0% | $155,556-86.1% | $74,478-70.9% |
| Participation rate | 64.1% | 61.9%+2.2pp | 78.2%-14.1pp | 67.2%-3.1pp |
| Annual return | 17.68% | 269.80%-252.1pp | 64.84%-47.2pp | 1370.56%-1352.9pp |
| Employer contribution / active EE | $6 | $2,267-99.7% | $4,675-99.9% | $2,626-99.8% |
| Participant deferral / active EE | $985 | $2,838-65.3% | $5,631-82.5% | $4,350-77.4% |
| Admin fee / account holder | $18 | $1,744-98.9% | $15,885-99.9% | $1,946-99.1% |