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THREE RIVERS

Charter #159 · IN

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 10 in IN
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THREE RIVERS has 7 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 48.7% in tier
  • + Organic Growth Leader: Top 48.7% in tier
  • + ROA 1.14% above tier average
  • + Net Interest Margin 0.34% above tier average
  • + Total Assets: Top 0.7% in tier
  • + Fee Income Per Member: Top 1.7% in tier
  • + Efficiency Ratio: Top 9.3% in tier

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 9.7% in tier
  • - Shrinking Wallet Share: Bottom 84.7% in tier
  • - Delinquency rate 0.61% above tier average

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 300 credit unions with $1B-$3B in assets nationally, and 1 of 10 that size in Indiana.
  • Shares and deposits +2.5% year over year ($2.08B in shares and deposits).
  • Membership: 139,191 members, +2.2% vs a year ago.
  • Delinquency rate 1.47%.
  • Return on assets 1.96%.
  • Efficiency ratio 59.69% vs a 73.02% peer average.
  • Loan-to-share ratio 86.37% vs a 84.71% 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 (IN) National Avg Tier Percentile
Members 139,191
+2.2% YoY+0.5% QoQ
+42.3K 96,861
-1.9% YoY
23,392
+5.7% YoY
34,678
+6.6% YoY
84%
Assets $2.9B
+8.0% YoY+4.4% QoQ
+$1.2B $1.7B
+0.4% YoY
$404.4M
+8.2% YoY
$593.1M
+10.2% YoY
Top 1.0% in tier
Loans $1.8B
-1.0% YoY+0.2% QoQ
+$562.2M $1.2B
+0.7% YoY
$288.6M
+8.1% YoY
$418.6M
+10.1% YoY
84%
Deposits $2.1B
+2.5% YoY-0.4% QoQ
+$616.6M $1.5B
+0.5% YoY
$337.5M
+7.0% YoY
$504.8M
+10.3% YoY
84%

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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 2.0%
+24.6% YoY+7.1% QoQ
+1.1% 0.8%
+27.6% YoY
1.6%
+105.9% YoY
1.2%
+121.4% YoY
Top 1.7% in tier
NIM 3.8%
+9.9% YoY+2.4% QoQ
+0.3% 3.4%
+6.6% YoY
3.9%
+3.1% YoY
3.8%
+2.3% YoY
73%
Efficiency Ratio 59.7%
-4.8% YoY-6.4% QoQ
-13.3% 73.0%
-2.7% YoY
105.3%
+31.6% YoY
83.0%
-5.3% YoY
Top 9.3% in tier
Delinquency Rate 1.5%
+35.3% YoY+22.0% QoQ
+0.6 0.9%
+7.3% YoY
1.6%
+32.0% YoY
1.3%
+2.6% YoY
Bottom 12.7% in tier
Loan To Share 86.4%
-3.4% YoY+0.6% QoQ
+1.7% 84.7%
+0.1% YoY
68.6%
+0.4% YoY
66.4%
-1.4% YoY
49%
AMR $27,849
-1.3% YoY-0.6% QoQ
$-2K $29,575
+1.5% YoY
$18,349
+1.6% YoY
$20,028
-0.9% YoY
48%
CD Concentration 24.8%
-14.6% YoY-2.1% QoQ
-4.3% 29.1% 19.4% 20.0% 31%
Indirect Auto % 3.7%
+10.5% YoY+0.8% QoQ
-14.4% 18.1% 11.1% 7.7% 22%

Signature Analysis

Strengths (2)

Organic Growth Engine

growth
#34 of 113 • Top 48.7% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 2.18%
(Tier: 3.16%, National: 15.67%)
but worse than tier avg
Return on Assets: 1.96%
(Tier: 0.84%, National: 1.23%)
better than tier avg
Indirect Auto %: 3.69%
(Tier: 18.08%, National: 7.71%)
better than tier avg
113 of 377 Mid-Market CUs have this signature | 490 nationally
↓ Shrinking -131 CUs YoY | Rank worsening

Organic Growth Leader

growth
#83 of 112 • Top 48.7% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 2.18%
(Tier: 3.16%, National: 15.67%)
but worse than tier avg
Indirect Auto %: 3.69%
(Tier: 18.08%, National: 7.71%)
better than tier avg
112 of 377 Mid-Market CUs have this signature | 485 nationally
↓ Shrinking -20 CUs YoY | Rank worsening

Concerns (2)

Credit Quality Pressure

risk
#36 of 215 • Bottom 9.7% in tier

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

Why This Signature
Delinquency Change (YoY): 0.38% points
(Tier: 0.06% points, National: 0.08% points)
worse than tier avg
215 of 377 Mid-Market CUs have this signature | 962 nationally
↓ Shrinking -28 CUs YoY | Rank improving

Shrinking Wallet Share

decline
#58 of 69 • Bottom 84.7% in tier

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

Why This Signature
AMR Growth (YoY): -1.28%
(Tier: 3.62%, National: 35.20%)
worse than tier avg
69 of 377 Mid-Market CUs have this signature | 308 nationally
↓ Shrinking -22 CUs YoY | Rank worsening

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 300 peers in tier

Top Strengths (10 metrics)

3
Total Assets
balance_sheet
Value: $2.93B
Peer Median: $1.51B
#3 of 300 Top 0.7% in 1B-3B tier
5
Return on Assets (ROA)
profitability
Value: 1.96%
Peer Median: 0.77%
#5 of 300 Top 1.3% in 1B-3B tier
6
Fee Income Per Member
profitability
Value: $441.64
Peer Median: $204.73
#6 of 300 Top 1.7% in 1B-3B tier
29
Efficiency Ratio
profitability
Value: 59.69%
Peer Median: 73.62%
#29 of 300 Top 9.3% in 1B-3B tier
42
Net Worth Ratio
risk
Value: 13.88%
Peer Median: 10.91%
#42 of 300 Top 13.7% in 1B-3B tier
47
Total Deposits
balance_sheet
Value: $2.08B
Peer Median: $1.30B
#47 of 300 Top 15.3% in 1B-3B tier
47
Total Members
engagement
Value: 139,191
Peer Median: 86,516
#47 of 300 Top 15.3% in 1B-3B tier
49
Total Loans
balance_sheet
Value: $1.80B
Peer Median: $1.14B
#49 of 300 Top 16.0% in 1B-3B tier
71
Indirect Auto Concentration (%)
balance_sheet
Value: 3.69%
Peer Median: 14.26%
#71 of 300 Top 23.3% in 1B-3B tier
75
Asset Growth Rate
growth
Value: 8.02%
Peer Median: 5.21%
#75 of 300 Top 24.7% in 1B-3B tier

Top Weaknesses (5 metrics)

263
Total Delinquency Rate (60+ days)
risk
Value: 1.47%
Peer Median: 0.70%
#263 of 300 Bottom 12.7% in 1B-3B tier
262
Loan Growth Rate
growth
Value: -0.99%
Peer Median: 5.71%
#262 of 300 Bottom 13.0% in 1B-3B tier
253
Members Per Employee (MPE)
engagement
Value: 280.062
Peer Median: 346.173
#253 of 300 Bottom 16.0% in 1B-3B tier
252
AMR Growth Rate
growth
Value: -1.28%
Peer Median: 3.19%
#252 of 300 Bottom 16.3% in 1B-3B tier
231
First Mortgage Concentration (%)
balance_sheet
Value: 43.27%
Peer Median: 33.59%
#231 of 300 Bottom 23.3% in 1B-3B tier
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