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 · EIN 13-1614399 | Participant loan processing; Claims p... | $8,776 |
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 | $26,006 | $36,002-27.8% | $161,489-83.9% | $64,728-59.8% |
| Participation rate | 40.2% | 57.4%-17.2pp | 78.7%-38.5pp | 57.9%-17.7pp |
| Annual return | 10.94% | 33.93%-23.0pp | 89.72%-78.8pp | 49.38%-38.4pp |
| Employer contribution / active EE | $211 | $1,380-84.7% | $4,268-95.1% | $2,243-90.6% |
| Participant deferral / active EE | $1,362 | $1,815-25.0% | $5,630-75.8% | $2,729-50.1% |
| Admin fee / account holder | $9 | $931-99.1% | $16,006-99.9% | $1,145-99.2% |