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SOR-100070 · Business Intelligence Profile

Klamath Falls Data Systems

Klamath Falls, OR · NAICS 541511 Custom Computer Programming Services

Revenue
$827K
Employees
3
Entity type
C Corporation
Years in business
24
Sorren office
Medford, OR
Advisor
Omar Okafor
EIN
**-***9594
Limited confidence · 68% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 2 prior years
Compared against21 businessesNAICS 541511 — Custom Computer Programming ServicesORRevenue $0.0M–$1.8M1–7 employees

The requested peer cell held fewer than 10 businesses, so it rolled up automatically to a broader category. A peer group is never displayed below the 10-return minimum.

  1. Widened the revenue and headcount bands21 businesses

Outlier flags

9 for review

Occupancy % Revenue

ReviewBottom 25%
Client
3.4%
Peer median
2.7%
Peer 25th–75th
2.4% – 3.1%
Off median
+27%

Occupancy cost is above peers relative to revenue; lease terms and space utilization are worth reviewing.

Owner Compensation % Revenue

ReviewBottom 25%
Client
8.4%
Peer median
11.1%
Peer 25th–75th
9.6% – 12.1%
Off median
-24%

Officer compensation sits well below the peer median — reasonable-compensation support should be reviewed with the tax team.

Days Sales Outstanding

ReviewBottom 25%
Client
51 days
Peer median
42 days
Peer 25th–75th
37 days – 45 days
Off median
+24%

Days Sales Outstanding sits above the peer median and is worth a professional review before the client conversation.

Benefits % Payroll

ReviewBottom 25%
Client
13.4%
Peer median
16.9%
Peer 25th–75th
14.1% – 18.1%
Off median
-21%

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

Retirement Contributions % Payroll

ReviewBottom 25%
Client
3.4%
Peer median
4.3%
Peer 25th–75th
3.6% – 4.6%
Off median
-21%

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

Accounts Payable Days

ReviewBottom 25%
Client
21 days
Peer median
26 days
Peer 25th–75th
23 days – 29 days
Off median
-20%

Accounts Payable Days sits below 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
29.7%below median
Company
9.0%
Peer median
12.8%
Top quartile
20.3%
Gross Margin
0.4%below median
Company
89.3%
Peer median
89.7%
Top quartile
90.6%
EBITDA Margin
93.3%above median
Company
30.1%
Peer median
15.6%
Top quartile
25.1%
Net Margin
98.5%above median
Company
21.7%
Peer median
10.9%
Top quartile
18.5%
Revenue / Employee
21.7%above median
Company
$276K
Peer median
$227K
Top quartile
$275K
Payroll % Revenue
25.7%below median
Company
42.9%
Peer median
57.7%
Top quartile
50.7%
Current Ratio
39.4%above median
Company
7.22
Peer median
5.18
Top quartile
5.78
Effective Tax Rate
16.3%above median
Company
23.0%
Peer median
19.8%
Top quartile
19.3%

Benchmark scorecard

Growth
43rd
Profitability
83rd
Labor Efficiency
70th
Operating Efficiency
61st
Liquidity
74th
Leverage
99th
Tax Efficiency
10th
Asset Efficiency
21st

Financial opportunity map

$26K
Tax$22K
Gross Margin$3K

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