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 | $1,104 |
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 | $22,578 | $77,638-70.9% | $156,551-85.6% | $62,881-64.1% |
| Participation rate | 88.3% | 71.2%+17.1pp | 84.0%+4.3pp | 69.3%+19.0pp |
| Annual return | 8.28% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $967 | $3,444-71.9% | $5,501-82.4% | $2,281-57.6% |
| Participant deferral / active EE | $1,586 | $3,046-47.9% | $4,871-67.4% | $3,203-50.5% |
| Admin fee / account holder | $14 | $5,561-99.8% | $13,028-99.9% | $4,296-99.7% |