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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... | $4,171 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,958 | $46,732-25.2% | $156,551-77.7% | $55,167-36.6% |
| Participation rate | 88.3% | 65.8%+22.5pp | 84.0%+4.3pp | 69.0%+19.3pp |
| Annual return | 8.15% | 17.72%-9.6pp | 32.23%-24.1pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,220 | $2,105-42.1% | $5,501-77.8% | $1,963-37.9% |
| Participant deferral / active EE | $1,690 | $2,204-23.3% | $4,871-65.3% | $3,054-44.7% |
| Admin fee / account holder | $6 | $418-98.7% | $13,028-100.0% | $504-98.9% |