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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $3,434 |
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 | $18,017 | $58,888-69.4% | $178,499-89.9% | $73,493-75.5% |
| Participation rate | 98.1% | 66.2%+31.8pp | 81.9%+16.1pp | 70.7%+27.4pp |
| Annual return | 18.09% | 24.86%-6.8pp | 151.10%-133.0pp | 28.51%-10.4pp |
| Employer contribution / active EE | $1,095 | $2,236-51.1% | $5,011-78.2% | $2,270-51.8% |
| Participant deferral / active EE | $1,334 | $2,568-48.0% | $5,202-74.3% | $3,740-64.3% |
| Admin fee / account holder | $13 | $400-96.8% | $13,986-99.9% | $513-97.5% |