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PENTAGON

Charter #227 · VA

Titans 10B+
25 CUs in 10B+ nationally 2 in VA
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PENTAGON has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Members Per Employee (MPE): Top 4.0% in tier
  • + Total Members: Top 8.0% in tier

Key Concerns

Areas that may need attention

  • - Cost Spiral: Bottom 4.0% in tier
  • - Institutional Decline: Bottom 20.0% in tier
  • - Capital Constraint: Bottom 60.0% in tier
  • - Accelerating Exit Risk: Bottom 88.0% in tier
  • - Stagnation Risk: Bottom 88.0% in tier
  • - Membership Headwinds: Bottom 88.0% in tier
  • - Shrinking Wallet Share: Bottom 96.0% in tier
  • - Efficiency ratio 4.74% above tier (higher cost structure)

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 25 credit unions with $10B+ in assets nationally, and 1 of 2 that size in Virginia.
  • Shares and deposits -3.3% year over year ($25.1B in shares and deposits).
  • Membership: 2,751,004 members, -2.2% vs a year ago.
  • Delinquency rate 1.07%.
  • Return on assets 0.98%.
  • Efficiency ratio 66.30% vs a 61.57% peer average.
  • Loan-to-share ratio 87.81% vs a 87.50% 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 (VA) National Avg Tier Percentile
Members 2,751,004
-2.2% YoY-0.3% QoQ
+1.1M 1,671,910
-4.2% YoY
226,164
+4.4% YoY
34,678
+6.6% YoY
Top 12.0% in tier
Assets $29.2B
-2.7% YoY-0.7% QoQ
+$1.5B $27.7B
+0.2% YoY
$3.0B
+6.1% YoY
$593.1M
+10.2% YoY
80%
Loans $22.0B
-7.1% YoY-2.1% QoQ
+$2.0B $20.0B
-0.9% YoY
$2.2B
+5.0% YoY
$418.6M
+10.1% YoY
84%
Deposits $25.1B
-3.3% YoY-0.7% QoQ
+$1.5B $23.5B
+0.4% YoY
$2.6B
+6.5% YoY
$504.8M
+10.3% YoY
80%

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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 1.0%
+79.2% YoY-22.2% QoQ
+0.0% 1.0%
+45.0% YoY
1.1%
+69.8% YoY
1.2%
+121.4% YoY
56%
NIM 2.9%
-1.7% YoY+1.3% QoQ
-0.3% 3.2%
+5.4% YoY
3.9%
+0.9% YoY
3.8%
+2.3% YoY
32%
Efficiency Ratio 66.3%
+19.4% YoY-2.8% QoQ
+4.7% 61.6%
-6.2% YoY
79.7%
-1.2% YoY
83.0%
-5.3% YoY
64%
Delinquency Rate 1.1%
-15.1% YoY-19.7% QoQ
+0.0 1.0%
-2.7% YoY
1.5%
-1.1% YoY
1.3%
+2.6% YoY
56%
Loan To Share 87.8%
-3.9% YoY-1.4% QoQ
+0.3% 87.5%
-3.0% YoY
64.2%
-3.9% YoY
66.4%
-1.4% YoY
40%
AMR $17,127
-3.0% YoY-1.1% QoQ
$-16K $32,850
+5.7% YoY
$18,993
+1.8% YoY
$20,028
-0.9% YoY
Bottom 0.1% in tier
CD Concentration 31.8%
-15.8% YoY-3.9% QoQ
+1.6% 30.2% 18.0% 20.0% 52%
Indirect Auto % 1.0%
-44.8% YoY-28.6% QoQ
-14.0% 15.0% 9.3% 7.7% 16%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (7)

Institutional Decline

decline
#1 of 3 • Bottom 20.0% in tier

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

Why This Signature
Total Assets: $29.20B
(Tier: $27.66B, National: $593.11M)
but better than tier avg
Member Growth (YoY): -2.20%
(Tier: 7.74%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -7.07%
(Tier: 12.76%, National: 78.26%)
worse than tier avg
3 of 25 Titans CUs have this signature | 261 nationally
→ Stable (1→3 CUs) +2 CUs YoY

Shrinking Wallet Share

decline
#2 of 5 • Bottom 96.0% in tier

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

Why This Signature
AMR Growth (YoY): -2.96%
(Tier: 4.49%, National: 35.20%)
worse than tier avg
5 of 25 Titans CUs have this signature | 308 nationally
→ Stable (5→5 CUs)

Accelerating Exit Risk

decline
#1 of 1 • Bottom 88.0% in tier

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

Why This Signature
Member Growth (YoY): -2.20%
(Tier: 7.74%, National: 15.67%)
worse than tier avg
AMR Growth (YoY): -2.96%
(Tier: 4.49%, National: 35.20%)
worse than tier avg
1 of 25 Titans CUs have this signature | 53 nationally
→ Stable (1→1 CUs)

Capital Constraint

risk
#1 of 1 • Bottom 60.0% in tier

Strong balance sheet under pressure - deposits leaving while lending capacity maxed. Need funding solutions before hitting limits.

Why This Signature
Loan-to-Share Ratio: 87.81%
(Tier: 87.50%, National: 66.39%)
but better than tier avg
Deposit Growth (YoY): -3.28%
(Tier: 13.95%, National: 100.69%)
worse than tier avg
Net Worth Ratio: 10.72%
(Tier: 11.27%, National: 14.66%)
worse than tier avg
1 of 25 Titans CUs have this signature | 27 nationally
→ Stable (2→1 CUs) -1 CUs YoY

Cost Spiral

risk
#1 of 1 • Bottom 4.0% in tier

Historically lean operator (<75% efficiency) now seeing 5+ point efficiency ratio increase despite strong profitability (>0.50% ROA). Efficiency advantage eroding.

Why This Signature
Efficiency Ratio Change: 10.75% points
(Tier: -1.70% points, National: -3.74% points)
worse than tier avg
Efficiency Ratio (Prior Year): 55.55%
(Tier: 63.26%, National: 86.72%)
but better than tier avg
1 of 25 Titans CUs have this signature | 106 nationally
→ No prior data (1 CUs now) | New qualifier

Stagnation Risk

risk
#3 of 5 • Bottom 88.0% 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): -2.20%
(Tier: 7.74%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -7.07%
(Tier: 12.76%, National: 78.26%)
worse than tier avg
Delinquency Rate: 1.07%
(Tier: 1.02%, National: 1.26%)
worse than tier avg
5 of 25 Titans CUs have this signature | 653 nationally
→ Stable (3→5 CUs) +2 CUs YoY

Membership Headwinds

decline
#4 of 5 • Bottom 88.0% in tier

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

Why This Signature
Member Growth (YoY): -2.20%
(Tier: 7.74%, National: 15.67%)
worse than tier avg
5 of 25 Titans CUs have this signature | 653 nationally
→ Stable (3→5 CUs) +2 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 25 peers in tier

Top Strengths (6 metrics)

2
Members Per Employee (MPE)
engagement
Value: 992.784
Peer Median: 431.551
#2 of 25 Top 4.0% in 10B+ tier
3
Total Members
engagement
Value: 2,751,004
Peer Median: 958,216
#3 of 25 Top 8.0% in 10B+ tier
4
Total Loans
balance_sheet
Value: $22.03B
Peer Median: $13.76B
#4 of 25 Top 12.0% in 10B+ tier
5
Total Assets
balance_sheet
Value: $29.20B
Peer Median: $19.38B
#5 of 25 Top 16.0% in 10B+ tier
5
Total Deposits
balance_sheet
Value: $25.09B
Peer Median: $15.58B
#5 of 25 Top 16.0% in 10B+ tier
5
Indirect Auto Concentration (%)
balance_sheet
Value: 0.99%
Peer Median: 11.10%
#5 of 25 Top 16.0% in 10B+ tier

Top Weaknesses (10 metrics)

25
Asset Growth Rate
growth
Value: -2.66%
Peer Median: 6.70%
#25 of 25 Bottom 4.0% in 10B+ tier
25
Loan Growth Rate
growth
Value: -7.07%
Peer Median: 7.18%
#25 of 25 Bottom 4.0% in 10B+ tier
25
Deposit Growth Rate
growth
Value: -3.28%
Peer Median: 6.42%
#25 of 25 Bottom 4.0% in 10B+ tier
25
Average Member Relationship (AMR)
engagement
Value: $17,127
Peer Median: $30,737
#25 of 25 Bottom 4.0% in 10B+ tier
25
Loan-to-Member Ratio (LMR)
engagement
Value: $8,008
Peer Median: $13,189
#25 of 25 Bottom 4.0% in 10B+ tier
24
AMR Growth Rate
growth
Value: -2.96%
Peer Median: 3.74%
#24 of 25 Bottom 8.0% in 10B+ tier
22
Fee Income Per Member
profitability
Value: $103.65
Peer Median: $216.78
#22 of 25 Bottom 16.0% in 10B+ tier
22
Member Growth Rate
growth
Value: -2.20%
Peer Median: 4.14%
#22 of 25 Bottom 16.0% in 10B+ tier
22
Net Charge-Off Rate
risk
Value: 1.29%
Peer Median: 0.75%
#22 of 25 Bottom 16.0% in 10B+ tier
22
First Mortgage Concentration (%)
balance_sheet
Value: 50.20%
Peer Median: 41.64%
#22 of 25 Bottom 16.0% in 10B+ tier
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