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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Claims processing; Participant loan p... | $11,357 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,490 | $38,165-28.0% | $189,758-85.5% | $69,255-60.3% |
| Participation rate | 94.7% | 66.7%+28.0pp | 79.8%+14.9pp | 69.0%+25.7pp |
| Annual return | 9.09% | 14.65%-5.6pp | 52.62%-43.5pp | 26.73%-17.6pp |
| Employer contribution / active EE | $4,100 | $1,589+158.0% | $4,767-14.0% | $2,645+55.0% |
| Participant deferral / active EE | $0 | $2,073-100.0% | $5,856-100.0% | $2,890-100.0% |
| Admin fee / account holder | $13 | $714-98.2% | $20,388-99.9% | $733-98.3% |