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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $167 |
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 | $28,841 | $50,860-43.3% | $155,574-81.5% | $77,714-62.9% |
| Participation rate | 90.9% | 63.1%+27.8pp | 78.2%+12.7pp | 70.6%+20.3pp |
| Annual return | 14.81% | 34.86%-20.1pp | 64.87%-50.1pp | 31.26%-16.4pp |
| Employer contribution / active EE | $2,073 | $1,991+4.1% | $4,676-55.7% | $2,727-24.0% |
| Participant deferral / active EE | $2,940 | $2,825+4.1% | $5,629-47.8% | $4,649-36.8% |
| Admin fee / account holder | $37 | $436-91.5% | $15,914-99.8% | $433-91.5% |