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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... | $2,666 |
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 | $30,912 | $45,041-31.4% | $63,003-50.9% | $70,131-55.9% |
| Participation rate | 99.0% | 69.5%+29.5pp | 74.8%+24.2pp | 69.5%+29.4pp |
| Annual return | 15.26% | 18.76%-3.5pp | 87.59%-72.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,991 | $2,052-3.0% | $2,760-27.9% | $2,342-15.0% |
| Participant deferral / active EE | $1,208 | $2,465-51.0% | $3,329-63.7% | $3,332-63.7% |
| Admin fee / account holder | $19 | $2,836-99.3% | $3,600-99.5% | $4,645-99.6% |