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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $1,704 |
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 | $33,859 | $62,928-46.2% | $172,752-80.4% | $67,579-49.9% |
| Participation rate | 95.3% | 64.5%+30.8pp | 82.6%+12.6pp | 71.3%+24.0pp |
| Annual return | 23.74% | 30.36%-6.6pp | 802.97%-779.2pp | 378.56%-354.8pp |
| Employer contribution / active EE | $1,636 | $1,6360% | $5,144-68.2% | $2,148-23.8% |
| Participant deferral / active EE | $3,262 | $2,145+52.1% | $5,198-37.2% | $3,539-7.8% |
| Admin fee / account holder | $5 | $167-97.2% | $13,955-100.0% | $142-96.7% |