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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 73-0618672 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,487 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,178 | $58,895-74.2% | $178,503-91.5% | $73,497-79.3% |
| Participation rate | 74.9% | 66.2%+8.6pp | 81.9%-7.1pp | 70.7%+4.2pp |
| Annual return | -6.45% | 24.86%-31.3pp | 151.12%-157.6pp | 28.51%-35.0pp |
| Employer contribution / active EE | $790 | $2,236-64.7% | $5,011-84.2% | $2,270-65.2% |
| Participant deferral / active EE | $1,139 | $2,567-55.6% | $5,202-78.1% | $3,740-69.6% |
| Admin fee / account holder | $7 | $400-98.4% | $13,987-100.0% | $513-98.7% |