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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; Recordke... | $3,504 |
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 | $16,387 | $65,092-74.8% | $143,799-88.6% | $66,938-75.5% |
| Participation rate | 80.9% | 65.2%+15.7pp | 80.3%+0.6pp | 69.8%+11.1pp |
| Annual return | 8.41% | -11.14%+19.5pp | -0.04%+8.5pp | 1.58%+6.8pp |
| Employer contribution / active EE | $1,282 | $2,362-45.7% | $4,952-74.1% | $2,545-49.6% |
| Participant deferral / active EE | $2,026 | $2,920-30.6% | $5,638-64.1% | $4,238-52.2% |
| Admin fee / account holder | $8 | $502-98.4% | $14,677-99.9% | $594-98.6% |