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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... | $9,932 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,014 | $57,658-77.4% | $46,225-71.8% | $57,658-77.4% |
| Participation rate | 93.2% | 70.2%+23.0pp | 79.5%+13.7pp | 70.2%+23.0pp |
| Annual return | 7.99% | 5.13%+2.9pp | 7.57%+0.4pp | 5.13%+2.9pp |
| Employer contribution / active EE | $888 | $1,974-55.0% | $3,424-74.1% | $1,974-55.0% |
| Participant deferral / active EE | $1,315 | $3,061-57.0% | $3,776-65.2% | $3,061-57.0% |
| Admin fee / account holder | $9 | $95-90.2% | $3,519-99.7% | $95-90.2% |