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SOR-100049 · Business Intelligence Profile

Willow Park Benefits Group

Central Point, OR · NAICS 524210 Insurance Agencies and Brokerages

Revenue
$15.52M
Employees
64
Entity type
C Corporation
Years in business
1
Sorren office
Medford, OR
Advisor
Sofia Vaughn
EIN
**-***2136
Limited confidence · 66% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 2 prior years
Compared against150 businessesNAICS 524210 — Insurance Agencies and BrokeragesORRevenue $7.8M–$24.8M32–90 employees

Outlier flags

6 for review

Retirement Contributions % Payroll

ReviewBottom 25%
Client
3.3%
Peer median
4.2%
Peer 25th–75th
3.7% – 4.6%
Off median
-21%

Retirement contributions run below peers — plan design and contribution levels are worth a professional review.

Benefits % Payroll

ReviewBottom 25%
Client
13.0%
Peer median
16.5%
Peer 25th–75th
14.4% – 18.1%
Off median
-21%

Benefit load runs below peers, which can affect retention in this labor market.

Payroll / Employee

ReviewBottom 25%
Client
$102K
Peer median
$85K
Peer 25th–75th
$73K – $98K
Off median
+19%

Payroll / Employee sits above the peer median and is worth a professional review before the client conversation.

Effective Tax Rate

ReviewBottom 25%
Client
22.9%
Peer median
19.6%
Peer 25th–75th
18.6% – 20.5%
Off median
+17%

Effective tax rate is above the peer median — a planning review with the tax team is warranted.

Marketing % Revenue

ReviewBottom 25%
Client
2.3%
Peer median
2.6%
Peer 25th–75th
2.3% – 2.9%
Off median
-13%

Marketing % Revenue sits below the peer median and is worth a professional review before the client conversation.

Inventory Turns

ReviewBottom 25%
Client
0.00
Peer median
0.00
Peer 25th–75th
0.00 – 0.00
Off median
0%

Inventory Turns sits above the peer median and is worth a professional review before the client conversation.

Flags are internal professional-review signals based on medians and quartiles, not automated recommendations or tax advice. Differences from the peer median are Benchmark Variance.

Performance against peer benchmark

Tax year 2026
Revenue Growth
95.4%above median
Company
10.3%
Peer median
5.3%
Top quartile
9.6%
Gross Margin
4.0%above median
Company
88.9%
Peer median
85.4%
Top quartile
87.3%
EBITDA Margin
7.8%above median
Company
26.6%
Peer median
24.7%
Top quartile
28.9%
Net Margin
5.0%above median
Company
19.1%
Peer median
18.2%
Top quartile
22.0%
Revenue / Employee
8.0%above median
Company
$242K
Peer median
$224K
Top quartile
$251K
Payroll % Revenue
5.9%above median
Company
47.4%
Peer median
44.7%
Top quartile
40.5%
Current Ratio
27.0%above median
Company
5.61
Peer median
4.42
Top quartile
4.90
Effective Tax Rate
16.6%above median
Company
22.9%
Peer median
19.6%
Top quartile
18.6%

Benchmark scorecard

Growth
81st
Profitability
71st
Labor Efficiency
40th
Operating Efficiency
66th
Liquidity
86th
Leverage
81st
Tax Efficiency
31st
Asset Efficiency
50th

Financial opportunity map

$611K
Labor$411K
Operating Expenses$200K

Benchmark variance only — the mathematical difference between current performance and the selected peer median. Not a projection of guaranteed savings.