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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 26 · EIN 26-4311657 | Advisory (Participants) | $13,175 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,232 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 10 · EIN 13-1614399 | Accounting | $195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,132 | $57,976+2.0% | $63,018-6.2% | $62,293-5.1% |
| Participation rate | 49.5% | 75.9%-26.4pp | 74.8%-25.3pp | 69.5%-20.0pp |
| Annual return | 12.90% | 17.54%-4.6pp | 87.62%-74.7pp | 28.90%-16.0pp |
| Employer contribution / active EE | $1,062 | $2,415-56.0% | $2,761-61.5% | $2,042-48.0% |
| Participant deferral / active EE | $1,725 | $2,956-41.7% | $3,330-48.2% | $3,169-45.6% |
| Admin fee / account holder | $231 | $276-16.3% | $3,601-93.6% | $479-51.8% |