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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; Recordke... | $15,437 |
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 | $12,141 | $36,916-67.1% | $156,551-92.2% | $57,658-78.9% |
| Participation rate | 80.6% | 63.4%+17.2pp | 84.0%-3.4pp | 70.2%+10.4pp |
| Annual return | 8.68% | 12.38%-3.7pp | 32.23%-23.6pp | 5.13%+3.5pp |
| Employer contribution / active EE | $859 | $1,571-45.3% | $5,501-84.4% | $1,974-56.5% |
| Participant deferral / active EE | $1,119 | $1,926-41.9% | $4,871-77.0% | $3,061-63.4% |
| Admin fee / account holder | $12 | $82-85.7% | $13,028-99.9% | $95-87.5% |