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EASTRISE

Charter #19263 · VT

Mid-Market 3B-5B
78 CUs in 3B-5B nationally 1 in VT
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EASTRISE has 3 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 35.0% in tier
  • + Organic Growth Engine: Top 35.0% in tier
  • + Net Charge-Off Rate: Top 3.8% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 13.3% in tier
  • - Efficiency Drag: Bottom 17.8% in tier
  • - Credit Quality Pressure: Bottom 34.2% in tier
  • - Credit Risk Growth: Bottom 51.8% in tier
  • - ROA 0.28% below tier average
  • - Efficiency ratio 11.26% above tier (higher cost structure)
  • - First Mortgage Concentration (%): Bottom 6.4% in tier
  • - Total Deposits: Bottom 7.7% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (VT) National Avg Tier Percentile
Members 176,876
+3.4% YoY+0.7% QoQ
-43.6K 220,435
-7.6% YoY
34,947
+27.0% YoY
33,913
+5.7% YoY
27%
Assets $3.2B
+3.3% YoY+0.1% QoQ
$-743.7M $3.9B
-1.5% YoY
$561.0M
+28.1% YoY
$578.3M
+9.0% YoY
Bottom 12.8% in tier
Loans $2.6B
+5.4% YoY+0.3% QoQ
$-305.5M $2.9B
-1.1% YoY
$444.4M
+31.6% YoY
$402.4M
+8.7% YoY
26%
Deposits $2.6B
+4.0% YoY+1.5% QoQ
$-689.4M $3.3B
-2.5% YoY
$477.2M
+28.5% YoY
$494.3M
+9.1% YoY
Bottom 6.4% 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 0.4%
+54.1% YoY-30.0% QoQ
-0.3% 0.7%
+10.6% YoY
-0.0%
-100.2% YoY
0.4%
-39.2% YoY
26%
NIM 3.2%
+7.2% YoY+2.4% QoQ
+0.0% 3.2%
+4.6% YoY
4.2%
+0.1% YoY
3.8%
+4.1% YoY
51%
Efficiency Ratio 82.5%
-5.0% YoY+5.3% QoQ
+11.3% 71.3%
-2.6% YoY
97.1%
+12.1% YoY
84.6%
+2.8% YoY
Bottom 10.3% in tier
Delinquency Rate 0.5%
+23.8% YoY-22.2% QoQ
-0.3 0.7%
+9.2% YoY
1.6%
+62.8% YoY
1.2%
+3.4% YoY
45%
Loan To Share 99.2%
+1.4% YoY-1.2% QoQ
+11.2% 88.0%
+0.9% YoY
82.0%
-1.5% YoY
65.6%
-1.4% YoY
80%
AMR $29,377
+1.2% YoY+0.2% QoQ
$-1K $30,672
+5.5% YoY
$18,239
-7.1% YoY
$19,920
+1.6% YoY
53%
CD Concentration 20.9%
+0.2% YoY-3.1% QoQ
-7.9% 28.8% 21.8% 19.8% 17%
Indirect Auto % 6.1%
+29.9% YoY+4.2% QoQ
-12.0% 18.1% 5.5% 7.7% 28%

Signature Analysis

Strengths (2)

Organic Growth Leader

growth
#55 of 116 • Top 35.0% in tier

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

Why This Signature
Member Growth (YoY): 3.43%
(Tier: 3.50%, National: 10.19%)
but worse than tier avg
Indirect Auto %: 6.11%
(Tier: 18.07%, National: 7.73%)
better than tier avg
116 of 384 Mid-Market CUs have this signature | 518 nationally
→ No prior data (116 CUs now) | New qualifier

Organic Growth Engine

growth
#95 of 115 • Top 35.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 3.43%
(Tier: 3.50%, National: 10.19%)
but worse than tier avg
Return on Assets: 0.45%
(Tier: 0.72%, National: 0.39%)
but worse than tier avg
Indirect Auto %: 6.11%
(Tier: 18.07%, National: 7.73%)
better than tier avg
115 of 384 Mid-Market CUs have this signature | 499 nationally
→ No prior data (115 CUs now) | New qualifier

Concerns (4)

Liquidity Strain

risk
#64 of 148 • Bottom 13.3% in tier

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

Why This Signature
Loan-to-Share Ratio: 99.20%
(Tier: 84.20%, National: 65.58%)
but better than tier avg
Loan Growth (YoY): 5.44%
(Tier: 6.71%, National: 1.74%)
worse than tier avg
148 of 384 Mid-Market CUs have this signature | 367 nationally
→ Stable (149→148 CUs) -1 CUs YoY

Credit Quality Pressure

risk
#130 of 225 • Bottom 34.2% in tier

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

Why This Signature
Delinquency Change (YoY): 0.09% points
(Tier: 0.06% points, National: 0.12% points)
worse than tier avg
225 of 384 Mid-Market CUs have this signature | 1013 nationally
→ Stable (228→225 CUs) -3 CUs YoY | Rank improving

Credit Risk Growth

risk
#121 of 183 • Bottom 51.8% in tier

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

Why This Signature
Loan Growth (YoY): 5.44%
(Tier: 6.71%, National: 1.74%)
worse than tier avg
Delinquency Change (YoY): 0.09% points
(Tier: 0.06% points, National: 0.12% points)
worse than tier avg
183 of 384 Mid-Market CUs have this signature | 710 nationally
→ No prior data (183 CUs now) | New qualifier

Efficiency Drag

risk
#71 of 100 • Bottom 17.8% in tier

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

Why This Signature
Efficiency Ratio: 82.54%
(Tier: 73.98%, National: 84.64%)
worse than tier avg
ROA Change (YoY): 0.16% points
(Tier: 0.14% points, National: -0.45% points)
but better than tier avg
Member Growth (YoY): 3.43%
(Tier: 3.50%, National: 10.19%)
worse than tier avg
100 of 384 Mid-Market CUs have this signature | 702 nationally
↓ Shrinking -38 CUs YoY

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 78 peers in tier

Top Strengths (5 metrics)

4
Net Charge-Off Rate
risk
Value: 0.10%
Peer Median: 0.46%
#4 of 78 Top 3.8% in 3B-5B tier
12
Share Certificate Concentration (%)
balance_sheet
Value: 20.92%
Peer Median: 31.76%
#12 of 78 Top 14.1% in 3B-5B tier
16
Loan-to-Share Ratio
balance_sheet
Value: 99.20%
Peer Median: 90.65%
#16 of 78 Top 19.2% in 3B-5B tier
17
Indirect Auto Concentration (%)
balance_sheet
Value: 6.11%
Peer Median: 18.10%
#17 of 78 Top 20.5% in 3B-5B tier
18
Net Worth Ratio
risk
Value: 12.09%
Peer Median: 10.59%
#18 of 78 Top 21.8% in 3B-5B tier

Top Weaknesses (5 metrics)

74
First Mortgage Concentration (%)
balance_sheet
Value: 63.97%
Peer Median: 32.80%
#74 of 78 Bottom 6.4% in 3B-5B tier
73
Total Deposits
balance_sheet
Value: $2.61B
Peer Median: $3.34B
#73 of 78 Bottom 7.7% in 3B-5B tier
72
Fee Income Per Member
profitability
Value: $74.47
Peer Median: $175.66
#72 of 78 Bottom 9.0% in 3B-5B tier
71
Efficiency Ratio
profitability
Value: 82.54%
Peer Median: 69.26%
#71 of 78 Bottom 10.3% in 3B-5B tier
68
Total Assets
balance_sheet
Value: $3.17B
Peer Median: $3.94B
#68 of 78 Bottom 14.1% in 3B-5B tier
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