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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Claims processing; Participant loan 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 | $36,904-29.5% | $158,223-83.6% | $65,191-60.1% |
| Participation rate | 40.2% | 62.1%-21.9pp | 79.2%-39.0pp | 63.0%-22.8pp |
| Annual return | 10.94% | 24.43%-13.5pp | 52.09%-41.1pp | 51.24%-40.3pp |
| Employer contribution / active EE | $211 | $1,489-85.8% | $4,109-94.9% | $2,400-91.2% |
| Participant deferral / active EE | $1,362 | $1,936-29.7% | $5,467-75.1% | $2,671-49.0% |
| Admin fee / account holder | $9 | $793-98.9% | $16,047-99.9% | $907-99.0% |