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| Provider | Service type | Compensation |
|---|---|---|
LEAFHOUSE FINANCIAL ADVISORS, LLC10+ years Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 26 · EIN 26-4311657 | Advisory (Participants) | $40,399 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $36,717 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 10 · EIN 13-1614399 | Accounting | $85 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,305 | $67,594-18.2% | $77,361-28.5% | $69,733-20.7% |
| Participation rate | 82.7% | 71.7%+11.0pp | 75.0%+7.7pp | 62.5%+20.3pp |
| Annual return | 11.54% | 19.20%-7.7pp | 1011.54%-1000.0pp | 15.22%-3.7pp |
| Employer contribution / active EE | $2,128 | $2,649-19.7% | $2,990-28.8% | $2,250-5.4% |
| Participant deferral / active EE | $3,419 | $3,401+0.5% | $3,911-12.6% | $3,054+11.9% |
| Admin fee / account holder | $225 | $1,159-80.6% | $5,894-96.2% | $3,102-92.7% |