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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Claims processing; Participant loan p... | $6,104 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,620 | $52,293-75.9% | $178,499-92.9% | $73,412-82.8% |
| Participation rate | 80.4% | 65.3%+15.1pp | 81.9%-1.5pp | 72.2%+8.2pp |
| Annual return | 12.93% | 34.75%-21.8pp | 151.10%-138.2pp | 59.30%-46.4pp |
| Employer contribution / active EE | $274 | $1,735-84.2% | $5,011-94.5% | $2,234-87.7% |
| Participant deferral / active EE | $981 | $2,332-57.9% | $5,202-81.1% | $3,806-74.2% |
| Admin fee / account holder | $9 | $127-92.6% | $13,986-99.9% | $158-94.1% |