Clean, structured 401k data designed for OnPoint EBP

AuditMiner delivers 401k data in a format fully compatible with OnPoint EBP engagement templates. It’s the same standardized AuditMiner data, organized to integrate directly into your OnPoint EBP workbooks for immediate testing.
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How it works

AuditMiner generates an OnPoint EBP-ready file alongside the standard workpapers.
01
AuditMiner enables OnPoint EBP-compatibile templates for your firm.
02
After processing, you receive standard AuditMiner workpapers and a separate OnPoint EBP-ready export.
03
Add the templated data directly into OnPoint EBP and start your testing.
OnPoint EBP-Ready Data

Skip the formatting and start testing sooner.

AuditMiner delivers your 401k data already aligned to OnPoint EBP templates, removing the need for manual field mapping or structural adjustments. This ensures your team can begin testing with confidence, knowing the dataset is complete, consistent, and ready to import.

Want to try OnPoint EBP-Compatible Templates?

Contact our team to activate the feature for your firm. Once enabled, the OnPoint EBP-ready file will appear automatically in your engagement results.

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Frequently Asked Questions

Does this replace AuditMiner workpapers?

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No. Workpapers remain fully supported. The OnPoint EBP-compatible templates are an additional output option for firms who use OnPoint EBP for testing.

Can I still use AuditMiner sampling?

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Sampling is not included in the OnPoint EBP templates—they populate with 100% of the population to fit OnPoint EBP’s workflows. You can still use AuditMiner workpapers for sampled testing.

Do I need an OnPoint EBP license?

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Yes. You must be an OnPoint EBP customer to use the compatible templates within the OnPoint EBP system.

Will AuditMiner automatically update mappings when OnPoint EBP changes templates?

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Yes. AuditMiner will maintain compatibility as OnPoint EBP updates its engagement formats, ensuring ongoing reliability.

Is this available for all recordkeepers?

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Yes. It’s compatible with all recordkeepers currently supported by AuditMiner’s core data transformation engine.

How do I access this feature?

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Contact our support team to enable it for your firm. Once enabled, you will be able to download the OnPoint EBP template workbook directly from your engagement once results are available.

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