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EMBOLD

Charter #11793 · OR

Community 500M-750M
165 CUs in 500M-750M nationally 2 in OR
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EMBOLD has 1 strength but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 0.87% above tier average

Key Concerns

Areas that may need attention

  • - Institutional Decline: Bottom 16.4% in tier
  • - Credit Quality Pressure: Bottom 17.5% in tier
  • - Efficiency Drag: Bottom 34.4% in tier
  • - Stagnation Risk: Bottom 58.7% in tier
  • - Accelerating Exit Risk: Bottom 58.7% in tier
  • - Membership Headwinds: Bottom 58.7% in tier
  • - Flatlined Growth: Bottom 87.0% in tier
  • - Indirect Auto Dependency: Bottom 87.0% in tier

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 165 credit unions with $500M-$750M in assets nationally, and 1 of 2 that size in Oregon.
  • Shares and deposits -1.2% year over year ($529M in shares and deposits).
  • Membership: 36,483 members, -0.6% vs a year ago.
  • Delinquency rate 0.95%.
  • Return on assets 0.35%.
  • Efficiency ratio 81.82% vs a 76.56% peer average.
  • Loan-to-share ratio 79.67% vs a 79.33% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (OR) National Avg Tier Percentile
Members 36,483
-0.6% YoY-0.0% QoQ
-1.4K 37,897
-5.0% YoY
51,821
+9.3% YoY
34,678
+6.6% YoY
48%
Assets $595.7M
-0.7% YoY-0.1% QoQ
$-26.7M $622.4M
+0.6% YoY
$850.7M
+8.9% YoY
$593.1M
+10.2% YoY
39%
Loans $421.8M
-6.6% YoY-2.4% QoQ
$-6.7M $428.5M
-0.7% YoY
$590.7M
+10.5% YoY
$418.6M
+10.1% YoY
46%
Deposits $529.4M
-1.2% YoY-0.5% QoQ
$-10.3M $539.8M
+0.9% YoY
$725.1M
+8.5% YoY
$504.8M
+10.3% YoY
44%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 0.3%
+101.0% YoY+137.4% QoQ
-0.5% 0.8%
+39.5% YoY
0.8%
+19.1% YoY
1.2%
+121.4% YoY
19%
NIM 4.4%
+2.4% YoY+1.3% QoQ
+0.9% 3.5%
+5.0% YoY
4.0%
+5.3% YoY
3.8%
+2.3% YoY
Top 7.9% in tier
Efficiency Ratio 81.8%
-8.5% YoY-3.6% QoQ
+5.3% 76.6%
-3.6% YoY
78.0%
+0.7% YoY
83.0%
-5.3% YoY
69%
Delinquency Rate 1.0%
+52.6% YoY-18.1% QoQ
+0.1 0.8%
+3.1% YoY
1.1%
+29.8% YoY
1.3%
+2.6% YoY
70%
Loan To Share 79.7%
-5.5% YoY-1.9% QoQ
+0.3% 79.3%
-1.4% YoY
76.6%
+0.5% YoY
66.4%
-1.4% YoY
43%
AMR $26,074
-3.2% YoY-1.3% QoQ
$-1K $27,294
+4.1% YoY
$25,405
+1.6% YoY
$20,028
-0.9% YoY
54%
CD Concentration 17.8%
+1.9% YoY+0.7% QoQ
-6.8% 24.6% 16.7% 20.0% 26%
Indirect Auto % 24.1%
-15.5% YoY-5.0% QoQ
+10.5% 13.6% 13.6% 7.7% 77%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (10)

Flatlined Growth

risk
#12 of 42 • Bottom 87.0% in tier

Asset growth stalled (-2% to +2%) despite healthy profitability (>0.25% ROA). Suggests untapped opportunity or strategic drift worth investigating.

Why This Signature
Asset Growth (YoY): -0.67%
(Tier: 4.62%, National: 3.30%)
worse than tier avg
Return on Assets: 0.35%
(Tier: 0.85%, National: 1.23%)
worse than tier avg
42 of 276 Community CUs have this signature | 57 nationally
→ Stable (46→42 CUs) -4 CUs YoY | New qualifier

Credit Quality Pressure

risk
#226 of 693 • Bottom 17.5% in tier

Delinquencies are rising year-over-year. Credit risk is building - they may need better underwriting tools.

Why This Signature
Delinquency Change (YoY): 0.33% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
962 nationally
↓ Shrinking -83 CUs YoY | New qualifier

Shrinking Wallet Share

decline
#90 of 223 • Bottom 93.1% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -3.16%
(Tier: 3.97%, National: 35.20%)
worse than tier avg
223 of 276 Community CUs have this signature | 308 nationally
↓ Shrinking -61 CUs YoY | Rank improving

Deposit Outflow

decline
#41 of 84 • Bottom 87.4% in tier

Members staying (>= -1% YoY) but deposits leaving. They're moving money to higher-yield competitors - rate pressure is real.

Why This Signature
Deposit Growth (YoY): -1.24%
(Tier: 4.24%, National: 100.69%)
worse than tier avg
Member Growth (YoY): -0.56%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
84 of 276 Community CUs have this signature | 109 nationally
↓ Shrinking -9 CUs YoY | Rank worsening

Institutional Decline

decline
#114 of 230 • Bottom 16.4% in tier

Both members and loans declining - the institution is contracting. Leadership is likely under pressure to reverse course.

Why This Signature
Total Assets: $595.67M
(Tier: $336.17M, National: $593.11M)
but better than tier avg
Member Growth (YoY): -0.56%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -6.64%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
230 of 276 Community CUs have this signature | 261 nationally
↓ Shrinking -49 CUs YoY | New qualifier

Efficiency Drag

risk
#264 of 531 • Bottom 34.4% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 81.82%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): 0.17% points
(Tier: 0.10% points, National: 0.47% points)
but better than tier avg
Member Growth (YoY): -0.56%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
608 nationally
↓ Shrinking -37 CUs YoY | Rank worsening

Stagnation Risk

risk
#282 of 549 • Bottom 58.7% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -0.56%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -6.64%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.95%
(Tier: 0.87%, National: 1.26%)
worse than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | New qualifier

Accelerating Exit Risk

decline
#37 of 46 • Bottom 58.7% in tier

Members leaving AND taking more deposits with them. This compounds quickly - urgent need for retention strategy.

Why This Signature
Member Growth (YoY): -0.56%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
AMR Growth (YoY): -3.16%
(Tier: 3.97%, National: 35.20%)
worse than tier avg
46 of 276 Community CUs have this signature | 53 nationally
↓ Shrinking -16 CUs YoY | New qualifier

Indirect Auto Dependency

risk
#417 of 476 • Bottom 87.0% in tier

Significant portion of loan portfolio in indirect auto (>15%). This concentration creates dependency on dealer relationships.

Why This Signature
Asset Growth (YoY): -0.67%
(Tier: 4.62%, National: 3.30%)
worse than tier avg
Indirect Auto %: 24.13%
(Tier: 13.63%, National: 7.71%)
worse than tier avg
Member Growth (YoY): -0.56%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
714 nationally
↓ Shrinking -57 CUs YoY | Rank improving

Membership Headwinds

decline
#533 of 549 • Bottom 58.7% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -0.56%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | New qualifier

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 165 peers in tier

Top Strengths (3 metrics)

13
Net Interest Margin (NIM)
profitability
Value: 4.40%
Peer Median: 3.55%
#13 of 165 Top 7.3% in 500M-750M tier
25
Share Certificate Concentration (%)
balance_sheet
Value: 17.80%
Peer Median: 26.69%
#25 of 165 Top 14.5% in 500M-750M tier
30
First Mortgage Concentration (%)
balance_sheet
Value: 20.05%
Peer Median: 34.05%
#30 of 165 Top 17.6% in 500M-750M tier

Top Weaknesses (7 metrics)

153
Loan Growth Rate
growth
Value: -6.64%
Peer Median: 4.82%
#153 of 165 Bottom 7.9% in 500M-750M tier
152
AMR Growth Rate
growth
Value: -3.16%
Peer Median: 3.83%
#152 of 165 Bottom 8.5% in 500M-750M tier
151
Net Charge-Off Rate
risk
Value: 1.05%
Peer Median: 0.41%
#151 of 165 Bottom 9.1% in 500M-750M tier
145
Asset Growth Rate
growth
Value: -0.67%
Peer Median: 4.61%
#145 of 165 Bottom 12.7% in 500M-750M tier
144
Deposit Growth Rate
growth
Value: -1.24%
Peer Median: 4.04%
#144 of 165 Bottom 13.3% in 500M-750M tier
134
Return on Assets (ROA)
profitability
Value: 0.35%
Peer Median: 0.74%
#134 of 165 Bottom 19.4% in 500M-750M tier
131
Fee Income Per Member
profitability
Value: $135.49
Peer Median: $191.53
#131 of 165 Bottom 21.2% in 500M-750M tier
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