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EASTRISE

Charter #19263 · VT

Mid-Market 3B-5B
77 CUs in 3B-5B nationally 1 in VT
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EASTRISE has 4 strengths but faces 4 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 36.8% in tier
  • + Organic Growth Leader: Top 36.8% in tier
  • + ROA 0.22% above tier average
  • + Net Charge-Off Rate: Top 5.2% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 18.7% in tier
  • - Credit Risk Growth: Bottom 48.9% in tier
  • - Credit Quality Pressure: Bottom 54.6% in tier
  • - First Mortgage Concentration (%): Bottom 7.8% 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 77 credit unions with $3B-$5B in assets nationally, and 1 of 1 that size in Vermont.
  • Shares and deposits +5.2% year over year ($2.65B in shares and deposits).
  • Membership: 178,251 members, +3.4% vs a year ago.
  • Delinquency rate 0.60%.
  • Return on assets 1.15%.
  • Efficiency ratio 69.16% vs a 69.45% peer average.
  • Loan-to-share ratio 99.30% vs a 90.24% 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 (VT) National Avg Tier Percentile
Members 178,251
+3.4% YoY+0.8% QoQ
-38.3K 216,545
-9.5% YoY
37,967
+37.2% YoY
34,678
+6.6% YoY
27%
Assets $3.2B
+4.4% YoY+1.9% QoQ
$-669.5M $3.9B
-1.6% YoY
$616.1M
+40.0% YoY
$593.1M
+10.2% YoY
17%
Loans $2.6B
+6.0% YoY+1.7% QoQ
$-299.6M $2.9B
-1.2% YoY
$487.9M
+41.8% YoY
$418.6M
+10.1% YoY
29%
Deposits $2.7B
+5.2% YoY+1.6% QoQ
$-607.1M $3.3B
-2.6% YoY
$523.2M
+40.1% YoY
$504.8M
+10.3% YoY
Bottom 11.7% in tier

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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 1.2%
+84.4% YoY+156.7% QoQ
+0.2% 0.9%
+25.3% YoY
0.7%
+9.2% YoY
1.2%
+121.4% YoY
66%
NIM 3.3%
+6.9% YoY+1.4% QoQ
+0.0% 3.2%
+3.8% YoY
4.2%
+1.7% YoY
3.8%
+2.3% YoY
49%
Efficiency Ratio 69.2%
-12.5% YoY-16.2% QoQ
-0.3% 69.5%
-2.3% YoY
84.8%
+1.1% YoY
83.0%
-5.3% YoY
53%
Delinquency Rate 0.6%
+3.8% YoY+23.0% QoQ
-0.2 0.8%
+5.5% YoY
1.6%
+27.6% YoY
1.3%
+2.6% YoY
42%
Loan To Share 99.3%
+0.7% YoY+0.1% QoQ
+9.1% 90.2%
+0.9% YoY
83.0%
-0.1% YoY
66.4%
-1.4% YoY
70%
AMR $29,630
+2.1% YoY+0.9% QoQ
$-1K $31,018
+6.9% YoY
$19,847
+0.2% YoY
$20,028
-0.9% YoY
53%
CD Concentration 21.8%
+5.1% YoY+4.3% QoQ
-7.3% 29.1% 23.4% 20.0% 21%
Indirect Auto % 6.5%
+23.7% YoY+6.1% QoQ
-11.6% 18.1% 5.8% 7.7% 28%

Signature Analysis

Strengths (2)

Organic Growth Engine

growth
#43 of 113 • Top 36.8% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 3.37%
(Tier: 3.16%, National: 15.67%)
better than tier avg
Return on Assets: 1.15%
(Tier: 0.84%, National: 1.23%)
better than tier avg
Indirect Auto %: 6.48%
(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 improving

Organic Growth Leader

growth
#64 of 112 • Top 36.8% in tier

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

Why This Signature
Member Growth (YoY): 3.37%
(Tier: 3.16%, National: 15.67%)
better than tier avg
Indirect Auto %: 6.48%
(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 improving

Concerns (3)

Liquidity Strain

risk
#74 of 168 • Bottom 18.7% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 99.30%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 5.96%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
168 of 377 Mid-Market CUs have this signature | 432 nationally
→ Stable (173→168 CUs) -5 CUs YoY | Rank improving

Credit Risk Growth

risk
#149 of 170 • Bottom 48.9% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

Why This Signature
Loan Growth (YoY): 5.96%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
Delinquency Change (YoY): 0.02% points
(Tier: 0.06% points, National: 0.08% points)
but better than tier avg
170 of 377 Mid-Market CUs have this signature | 688 nationally
→ Stable (169→170 CUs) +1 CUs YoY | Rank worsening

Credit Quality Pressure

risk
#203 of 215 • Bottom 54.6% in tier

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

Why This Signature
Delinquency Change (YoY): 0.02% points
(Tier: 0.06% points, National: 0.08% points)
but better than tier avg
215 of 377 Mid-Market CUs have this signature | 962 nationally
↓ Shrinking -28 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 77 peers in tier

Top Strengths (4 metrics)

5
Net Charge-Off Rate
risk
Value: 0.11%
Peer Median: 0.47%
#5 of 77 Top 5.2% in 3B-5B tier
11
Share Certificate Concentration (%)
balance_sheet
Value: 21.81%
Peer Median: 32.00%
#11 of 77 Top 13.0% in 3B-5B tier
16
Net Worth Ratio
risk
Value: 12.32%
Peer Median: 10.81%
#16 of 77 Top 19.5% in 3B-5B tier
17
Indirect Auto Concentration (%)
balance_sheet
Value: 6.48%
Peer Median: 18.00%
#17 of 77 Top 20.8% in 3B-5B tier

Top Weaknesses (3 metrics)

72
First Mortgage Concentration (%)
balance_sheet
Value: 63.31%
Peer Median: 32.92%
#72 of 77 Bottom 7.8% in 3B-5B tier
68
Total Deposits
balance_sheet
Value: $2.65B
Peer Median: $3.34B
#68 of 77 Bottom 13.0% in 3B-5B tier
64
Total Assets
balance_sheet
Value: $3.23B
Peer Median: $3.97B
#64 of 77 Bottom 18.2% in 3B-5B tier
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