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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... | $1,232 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,875 | $84,236-62.2% | $170,435-81.3% | $70,126-54.5% |
| Participation rate | 92.1% | 70.8%+21.2pp | 83.6%+8.5pp | 69.5%+22.5pp |
| Annual return | 14.98% | 23.06%-8.1pp | 205.94%-191.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $681 | $3,387-79.9% | $5,432-87.5% | $2,343-70.9% |
| Participant deferral / active EE | $2,379 | $3,086-22.9% | $4,939-51.8% | $3,332-28.6% |
| Admin fee / account holder | $7 | $5,698-99.9% | $13,881-100.0% | $4,645-99.9% |