Transform messy inputs into audit-ready workpapers with a platform that works for every experience level on your team.
| Field | Recordkeeper | Mapped to | Status |
|---|---|---|---|
Employee ID | EMP_ID | participant_id | Matched |
Name | FULL_NAME | participant_name | Matched |
Eligible date | ELIG_DT | eligibility_date | Matched |
Contribution % | DEFERRAL_PCT | deferral_rate | Matched |
Plan entry date | ENTRY_DATE | entry_date | Matched |
You shouldn’t have to pick which plans get a consistent workflow. AuditMiner handles every recordkeeper so every plan gets the same treatment.
| Participant | EE deferral | ER match | Status |
|---|---|---|---|
| A. Patterson | $12,400 | $4,133 | ✓ |
| B. Nguyen | $9,750 | $3,250 | ✓ |
| C. Martinez | $22,500 | $7,500 | ✓ |
| D. Thompson | $8,100 | $2,700 | ✓ |
| E. Williams | $15,300 | $5,100 | ✓ |
| Sample # | Participant | EE deferral | Pay period | Selected |
|---|---|---|---|---|
| 001 | A. Patterson | $477 | Jan 15 | ✓ |
| 002 | G. Lopez | $550 | Jan 15 | ✓ |
| 003 | H. Patel | $942 | Jan 31 | ✓ |
Whether a plan is with a fully integrated provider or a lesser-known recordkeeper, AuditMiner delivers the same audit-ready outputs.
New customers can try our limited-time trial package before committing.
