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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $91,599 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Participant loan processing; Account ... | $60 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,398 | $58,292+269.5% | $86,640+148.6% | $71,511+201.2% |
| Participation rate | 84.9% | 65.0%+19.9pp | 71.7%+13.2pp | 67.9%+17.0pp |
| Annual return | 16.24% | 21.63%-5.4pp | 592.52%-576.3pp | 28.86%-12.6pp |
| Employer contribution / active EE | $9,626 | $2,574+274.0% | $3,024+218.3% | $2,589+271.8% |
| Participant deferral / active EE | $9,692 | $3,438+181.9% | $4,438+118.4% | $4,291+125.9% |
| Admin fee / account holder | $3 | $1,057-99.7% | $5,616-99.9% | $1,588-99.8% |