Creating ADP/ACP test reports

Use this report to determine whether a defined contribution plan satisfies the Actual Deferral Percentage (ADP) and Actual Contribution Percentage (ACP) tests. The ADP test calculates and compares actual deferral percentages for highly compensated and non-highly compensated employees.

Before you run this report, verify that your highly compensated employees have been flagged on the Resource Profile.

See Creating highly compensated employees reports.

  1. Select Benefits > Reports > Discrimination Testing > ADP/ACP Test.
  2. Click Create Report.
  3. Specify this information:
    Plan Year Start Date

    Specify the plan year start date for which to run the report.

    Benefit Plan

    Select up to six benefit plans for which to run this report. If left blank, all benefit plans are considered.

    Pay Class

    Specify a Pay Class. Data that is imported from the Benefit Hours Worked report and the Pay Summary Group relations are used to select the wage information for the class specified.

  4. Click OK to process this action immediately.

    or

    Click Schedule to schedule the action to run later.