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Participant Activity Detail Package

This article explains AuditMiner's Participant Activity Detail Package (PAD) Workpaper

The Participant Activity Detail Package is a roll forward of all participant activity for the year. The workpaper includes the investment activity per participant on the ‘By Investment’ tab and the money source activity per participant on the ‘By Money Source’ tab. Included at the bottom of each tab is a summary of the respective activity.

Summary

On the Summary tab is a count of the number of participants in the plan and the number of participants contributing. The count of the number of participants in the plan is the population source for the Income Allocation Sample Selection. The count of the number of participants contributing is the population source for the Contribution Allocation Sample Selection.

The headers for the Participant Activity Detail Package will vary by plan depending on the activity in the plan and the transactions that occurred during the year.