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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Participant loan processing; Recordke... | $4,841 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,499 | $37,196-69.1% | $154,108-92.5% | $55,725-79.4% |
| Participation rate | 88.8% | 64.1%+24.7pp | 83.0%+5.8pp | 70.9%+18.0pp |
| Annual return | -3.26% | 1319.68%-1322.9pp | 735.21%-738.5pp | 244.93%-248.2pp |
| Employer contribution / active EE | $376 | $1,614-76.7% | $5,298-92.9% | $2,078-81.9% |
| Participant deferral / active EE | $1,063 | $2,068-48.6% | $5,081-79.1% | $3,356-68.3% |
| Admin fee / account holder | $9 | $102-90.8% | $13,411-99.9% | $115-91.9% |