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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... | $1,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,726 | $47,977-17.2% | $154,108-74.2% | $56,289-29.4% |
| Participation rate | 62.2% | 66.2%-3.9pp | 83.0%-20.8pp | 69.9%-7.6pp |
| Annual return | -3.06% | 3.54%-6.6pp | 735.21%-738.3pp | -9.96%+6.9pp |
| Employer contribution / active EE | $475 | $2,169-78.1% | $5,298-91.0% | $2,111-77.5% |
| Participant deferral / active EE | $1,816 | $2,392-24.1% | $5,081-64.3% | $3,350-45.8% |
| Admin fee / account holder | $10 | $438-97.8% | $13,411-99.9% | $521-98.1% |