Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 37 320 PARK AVENUE · NEW YORK, NY 10022 | Loan Processing | $635 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,089 | $75,832-74.8% | $147,618-87.1% | $59,633-68.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.55% | 0.37%+0.2pp | 61.98%-61.4pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $868 | $3,485-75.1% | $5,565-84.4% | $2,203-60.6% |
| Participant deferral / active EE | $1,439 | $3,131-54.0% | $4,895-70.6% | $3,192-54.9% |
| Admin fee / account holder | $33 | $5,986-99.4% | $11,612-99.7% | $4,297-99.2% |