Analytics at scale
Findings across the examination inventory, then calculations, comparisons, trend analysis, and exception identification across large volumes of information. All data is synthetic: the first section reads this demo's case inventory; the others run on generated data.
Findings across the inventory
Every finding raised on the open examinations, by plan and issue type, with its review status as of now. Approving or returning a finding on a case page updates these figures.
These are the 8 cases in this demo inventory. In production the same view covers the whole examination inventory and filters by group, examiner and period.
Scale test: the same engine on a large census
One plan, deterministic synthetic census (seed , plus participant count). A known number of exceptions is planted: about 0.3% over the §402(g) limit, 0.2% eligible but never entered, 0.1% over the §415(c) limit, and 0.5% with match deposits off the plan formula.
Runs in this browser tab on generated synthetic data. Production runs the same engine on server-side queue workers, so volume is a capacity setting rather than a code change.
Trend across plan years
One synthetic 10,000-participant plan, plan years 2023 through 2025. HCE deferral rates rise, NHCE participation drifts down, turnover increases. Each year's ADP test runs under that year's statutory parameters.
Portfolio screen
2,500 synthetic plans (Form 5500-style rows) screened into a ranked list. Each score is the sum of visible factor points, in the same style as the case risk decompositions.