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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $10,402 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,295 | $37,117-72.3% | $147,617-93.0% | $55,191-81.3% |
| Participation rate | 99.8% | 63.6%+36.2pp | 84.6%+15.2pp | 69.2%+30.6pp |
| Annual return | -0.59% | 3.44%-4.0pp | 61.98%-62.6pp | 10.78%-11.4pp |
| Employer contribution / active EE | $876 | $1,620-46.0% | $5,564-84.3% | $1,899-53.9% |
| Participant deferral / active EE | $836 | $1,985-57.9% | $4,895-82.9% | $3,046-72.6% |
| Admin fee / account holder | $5 | $86-93.7% | $11,612-100.0% | $91-94.1% |