Turn recordkeeper reports into audit-ready workpapers
Consistent audit workflows across every plan.
WorkpapersProceduresSampling
AuditMiner — Workpapers · Contributions
Clearfield Pension Fund
T. Rowe Price
Workpapers
Participants
Contributions
Distributions
Loans
Contributions workpaper
Reconciled ✓
Total EE deferrals
$1,842,500
Matches payroll ✓
ER match
$614,166
Matches recordkeeper ✓
Participants
247
All reconciled
Contribution detail — top 5
247 rows
ParticipantEE deferralER matchStatus
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✓
AuditMiner — Procedures · Eligibility Testing
✓
Obtain participant census — verify completeness
Completed by J. Miller · May 2, 2026
✓
Reconcile participant count — payroll vs. recordkeeper
Completed · 247 participants reconciled
→
Test eligibility requirements — confirm age and service conditions
In progress · Assigned to you
Identify excluded employees
Not started
AuditMiner — Sampling · Contributions
Contribution sample selection
25 items selected
Sample #ParticipantEE deferralPay periodSelected
001A. Patterson$477Jan 15✓
002G. Lopez$550Jan 15✓
003H. Patel$942Jan 31✓
Sample parameters
Population size
2,964 transactions
Confidence level
95%
Tolerable error rate
5%
25
Recommended sample size