Filed March 13, 2026 (most recent of 2 filings on file)
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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... | $3,049 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,754 | $46,100-50.6% | $86,582-73.7% | $69,631-67.3% |
| Participation rate | 95.0% | 67.2%+27.8pp | 73.5%+21.4pp | 70.7%+24.3pp |
| Annual return | 15.43% | 21.02%-5.6pp | 965.08%-949.7pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $523 | $1,850-71.8% | $2,839-81.6% | $2,032-74.3% |
| Participant deferral / active EE | $1,063 | $2,432-56.3% | $3,609-70.5% | $3,224-67.0% |
| Admin fee / account holder | $8 | $94-91.0% | $4,904-99.8% | $110-92.4% |