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PRIMEWAY

Charter #2131 · TX

Community 500M-750M
165 CUs in 500M-750M nationally 16 in TX
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PRIMEWAY has 4 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 0.11% above tier average
  • + Share Certificate Concentration (%): Top 2.4% in tier
  • + Total Assets: Top 4.2% in tier
  • + Loan-to-Share Ratio: Top 7.9% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 5.6% in tier
  • - Efficiency Drag: Bottom 15.0% in tier
  • - Credit Quality Pressure: Bottom 19.4% in tier
  • - Credit Risk Growth: Bottom 52.7% in tier
  • - Deposit Outflow: Bottom 85.2% in tier
  • - ROA 0.71% below tier average
  • - Efficiency ratio 11.41% above tier (higher cost structure)
  • - Delinquency rate 0.52% 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 165 credit unions with $500M-$750M in assets nationally, and 1 of 16 that size in Texas.
  • Shares and deposits -0.7% year over year ($560M in shares and deposits).
  • Membership: 48,665 members, +0.4% vs a year ago.
  • Delinquency rate 1.33%.
  • Return on assets 0.11%.
  • Efficiency ratio 87.97% vs a 76.56% peer average.
  • Loan-to-share ratio 97.34% 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 (TX) National Avg Tier Percentile
Members 48,665
+0.4% YoY-2.2% QoQ
+10.8K 37,897
-5.0% YoY
27,284
+2.5% YoY
34,678
+6.6% YoY
Top 10.9% in tier
Assets $735.7M
+2.5% YoY+0.5% QoQ
+$113.4M $622.4M
+0.6% YoY
$429.8M
+5.9% YoY
$593.1M
+10.2% YoY
Top 4.8% in tier
Loans $545.5M
+2.8% YoY+0.4% QoQ
+$117.0M $428.5M
-0.7% YoY
$305.6M
+4.5% YoY
$418.6M
+10.1% YoY
Top 11.5% in tier
Deposits $560.4M
-0.7% YoY-3.1% QoQ
+$20.6M $539.8M
+0.9% YoY
$357.0M
+5.3% YoY
$504.8M
+10.3% YoY
64%

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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 0.1%
-3.2% YoY-32.8% QoQ
-0.7% 0.8%
+39.5% YoY
1.4%
-298.3% YoY
1.2%
+121.4% YoY
Bottom 3.0% in tier
NIM 3.6%
+3.3% YoY-1.2% QoQ
+0.1% 3.5%
+5.0% YoY
3.9%
+2.6% YoY
3.8%
+2.3% YoY
62%
Efficiency Ratio 88.0%
-5.2% YoY+2.2% QoQ
+11.4% 76.6%
-3.6% YoY
89.3%
-7.8% YoY
83.0%
-5.3% YoY
Bottom 12.1% in tier
Delinquency Rate 1.3%
+29.3% YoY+2.5% QoQ
+0.5 0.8%
+3.1% YoY
1.3%
+10.3% YoY
1.3%
+2.6% YoY
Bottom 13.3% in tier
Loan To Share 97.3%
+3.5% YoY+3.6% QoQ
+18.0% 79.3%
-1.4% YoY
70.0%
-2.3% YoY
66.4%
-1.4% YoY
Top 8.5% in tier
AMR $22,725
+0.6% YoY+0.8% QoQ
$-5K $27,294
+4.1% YoY
$17,919
+2.5% YoY
$20,028
-0.9% YoY
27%
CD Concentration 13.0%
-5.9% YoY+11.2% QoQ
-11.5% 24.6% 21.6% 20.0% Bottom 13.4% in tier
Indirect Auto % 8.2%
-4.6% YoY-4.4% QoQ
-5.4% 13.6% 6.9% 7.7% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (5)

Efficiency Drag

risk
#6 of 531 • Bottom 15.0% in tier

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

Why This Signature
Efficiency Ratio: 87.97%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): -0.00% points
(Tier: 0.10% points, National: 0.47% points)
worse than tier avg
Member Growth (YoY): 0.38%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
608 nationally
↓ Shrinking -37 CUs YoY | Rank improving

Credit Quality Pressure

risk
#250 of 693 • Bottom 19.4% in tier

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

Why This Signature
Delinquency Change (YoY): 0.30% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
962 nationally
↓ Shrinking -83 CUs YoY | Rank improving

Liquidity Strain

risk
#104 of 224 • Bottom 5.6% in tier

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

Why This Signature
Loan-to-Share Ratio: 97.34%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 2.82%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
224 of 276 Community CUs have this signature | 432 nationally
↓ Shrinking -11 CUs YoY | Rank improving

Deposit Outflow

decline
#50 of 84 • Bottom 85.2% 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): -0.68%
(Tier: 4.24%, National: 100.69%)
worse than tier avg
Member Growth (YoY): 0.38%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
84 of 276 Community CUs have this signature | 109 nationally
↓ Shrinking -9 CUs YoY | New qualifier

Credit Risk Growth

risk
#289 of 472 • Bottom 52.7% in tier

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

Why This Signature
Loan Growth (YoY): 2.82%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Change (YoY): 0.30% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
688 nationally
↑ Growing +32 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 (6 metrics)

5
Share Certificate Concentration (%)
balance_sheet
Value: 13.04%
Peer Median: 26.69%
#5 of 165 Top 2.4% in 500M-750M tier
8
Total Assets
balance_sheet
Value: $735.74M
Peer Median: $621.76M
#8 of 165 Top 4.2% in 500M-750M tier
14
Loan-to-Share Ratio
balance_sheet
Value: 97.34%
Peer Median: 81.50%
#14 of 165 Top 7.9% in 500M-750M tier
18
Total Members
engagement
Value: 48,665
Peer Median: 36,716
#18 of 165 Top 10.3% in 500M-750M tier
19
Total Loans
balance_sheet
Value: $545.52M
Peer Median: $428.72M
#19 of 165 Top 10.9% in 500M-750M tier
34
Net Worth Ratio
risk
Value: 12.81%
Peer Median: 10.42%
#34 of 165 Top 20.0% in 500M-750M tier

Top Weaknesses (6 metrics)

160
Return on Assets (ROA)
profitability
Value: 0.11%
Peer Median: 0.74%
#160 of 165 Bottom 3.6% in 500M-750M tier
146
Efficiency Ratio
profitability
Value: 87.97%
Peer Median: 77.45%
#146 of 165 Bottom 12.1% in 500M-750M tier
144
Total Delinquency Rate (60+ days)
risk
Value: 1.33%
Peer Median: 0.70%
#144 of 165 Bottom 13.3% in 500M-750M tier
143
Deposit Growth Rate
growth
Value: -0.68%
Peer Median: 4.04%
#143 of 165 Bottom 13.9% in 500M-750M tier
133
Net Charge-Off Rate
risk
Value: 0.79%
Peer Median: 0.41%
#133 of 165 Bottom 20.0% in 500M-750M tier
131
AMR Growth Rate
growth
Value: 0.64%
Peer Median: 3.83%
#131 of 165 Bottom 21.2% in 500M-750M tier
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