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WINTHROP AREA

Charter #2301 · ME

100M-500M
1024 CUs in 100M-500M nationally 33 in ME

WINTHROP AREA has 5 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Emerging Performer: Top 50.0% in tier
  • + Strong member growth: 8.6% YoY
  • + Member Growth Rate: Top 4.3% in tier
  • + Members Per Employee (MPE): Top 5.2% in tier
  • + Total Delinquency Rate (60+ days): Top 5.6% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 50.0% in tier
  • - Shrinking Wallet Share: Bottom 50.0% in tier
  • - Margin Compression: Bottom 50.0% in tier
  • - ROA 0.08% below tier average
  • - Efficiency ratio 2.76% above tier (higher cost structure)
  • - Indirect Auto Concentration (%): Bottom 4.2% in tier
  • - Total Assets: Bottom 4.3% in tier
  • - Total Deposits: Bottom 6.4% 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 1,024 credit unions with $100M-$500M in assets nationally, and 1 of 33 that size in Maine.
  • Shares and deposits +4.5% year over year ($94.2M in shares and deposits).
  • Membership: 8,670 members, +8.6% vs a year ago.
  • Delinquency rate 0.10%.
  • Return on assets 0.79%.
  • Efficiency ratio 79.50% vs a 76.73% peer average.
  • Loan-to-share ratio 63.53% vs a 71.54% 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 (ME) National Avg Tier Percentile
Members 8,670
+8.6% YoY+8.0% QoQ
-6.5K 15,168
-2.6% YoY
16,125
+1.5% YoY
34,678
+6.6% YoY
22%
Assets $106.7M
+4.9% YoY+1.5% QoQ
$-125.3M $232.0M
+0.7% YoY
$282.5M
+5.4% YoY
$593.1M
+10.2% YoY
Bottom 4.2% in tier
Loans $59.8M
+7.4% YoY+2.8% QoQ
$-86.4M $146.3M
+0.2% YoY
$195.0M
+5.1% YoY
$418.6M
+10.1% YoY
Bottom 10.9% in tier
Deposits $94.2M
+4.5% YoY+1.5% QoQ
$-106.5M $200.7M
+0.2% YoY
$246.1M
+4.8% YoY
$504.8M
+10.3% YoY
Bottom 6.3% 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 0.8%
-20.7% YoY+2.2% QoQ
-0.1% 0.9%
+12.5% YoY
0.8%
-4.3% YoY
1.2%
+121.4% YoY
52%
NIM 3.3%
-5.6% YoY-0.7% QoQ
-0.4% 3.7%
+4.5% YoY
3.6%
+1.9% YoY
3.8%
+2.3% YoY
28%
Efficiency Ratio 79.5%
+6.1% YoY-0.4% QoQ
+2.8% 76.7%
-0.8% YoY
78.1%
+1.5% YoY
83.0%
-5.3% YoY
56%
Delinquency Rate 0.1%
-54.5% YoY-3.8% QoQ
-0.8 0.9%
+6.6% YoY
0.9%
+26.9% YoY
1.3%
+2.6% YoY
Top 5.6% in tier
Loan To Share 63.5%
+2.7% YoY+1.2% QoQ
-8.0% 71.5%
-0.3% YoY
74.1%
-1.3% YoY
66.4%
-1.4% YoY
31%
AMR $17,763
-2.8% YoY-5.5% QoQ
$-7K $25,107
+3.2% YoY
$26,047
+3.5% YoY
$20,028
-0.9% YoY
19%
CD Concentration 28.9%
+11.2% YoY+3.1% QoQ
+4.3% 24.6% 25.5% 20.0% 50%
Indirect Auto % 47.4%
+10.6% YoY+3.8% QoQ
+33.8% 13.6% 16.8% 7.7% 50%

Signature Analysis

Strengths (1)

Emerging Performer

growth
#64 of 175 • Top 50.0% in tier

Smaller CU (bottom 50% by assets in tier) with strong profitability (ROA > 0.5%) AND growth (members >= 1%). Emerging leaders worth watching.

Why This Signature
Return on Assets: 0.79%
(Tier: 0.85%, National: 1.23%)
but worse than tier avg
Member Growth (YoY): 8.59%
(Tier: 0.46%, National: 15.67%)
better than tier avg
175 of 1024 Mid-Small & Community CUs have this signature | 283 nationally
→ Stable (178→175 CUs) -3 CUs YoY | Rank improving

Concerns (3)

Indirect Auto Dependency

risk
#150 of 476 • Bottom 50.0% in tier

Significant portion of loan portfolio in indirect auto (>15%). This concentration creates dependency on dealer relationships.

Why This Signature
Asset Growth (YoY): 4.91%
(Tier: 4.62%, National: 3.30%)
but better than tier avg
Indirect Auto %: 47.45%
(Tier: 13.63%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 8.59%
(Tier: 0.46%, National: 15.67%)
but better than tier avg
476 of 1024 Mid-Small & Community CUs have this signature | 714 nationally
↓ Shrinking -57 CUs YoY | Rank worsening

Shrinking Wallet Share

decline
#99 of 223 • Bottom 50.0% in tier

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

Why This Signature
AMR Growth (YoY): -2.76%
(Tier: 3.97%, National: 35.20%)
worse than tier avg
223 of 1024 Mid-Small & Community CUs have this signature | 308 nationally
↓ Shrinking -61 CUs YoY | New qualifier

Margin Compression

decline
#136 of 140 • Bottom 50.0% in tier

Profitability above 0.75% ROA but margins eroding by at least 0.10%. Something changed - rising costs or falling yields need addressing.

Why This Signature
Return on Assets: 0.79%
(Tier: 0.85%, National: 1.23%)
worse than tier avg
ROA (Prior Year): 0.99%
(Tier: 0.75%, National: 0.66%)
but better than tier avg
ROA Change (YoY): -0.21% points
(Tier: 0.10% points, National: 0.47% points)
worse than tier avg
140 of 1024 Mid-Small & Community CUs have this signature | 167 nationally
→ Stable (143→140 CUs) -3 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 1024 peers in tier

Top Strengths (4 metrics)

45
Member Growth Rate
growth
Value: 8.59%
Peer Median: -0.03%
#45 of 1024 Top 4.3% in 100M-500M tier
54
Members Per Employee (MPE)
engagement
Value: 510.000
Peer Median: 310.924
#54 of 1024 Top 5.2% in 100M-500M tier
58
Total Delinquency Rate (60+ days)
risk
Value: 0.10%
Peer Median: 0.71%
#58 of 1024 Top 5.6% in 100M-500M tier
132
Net Charge-Off Rate
risk
Value: 0.07%
Peer Median: 0.34%
#132 of 1024 Top 12.8% in 100M-500M tier

Top Weaknesses (9 metrics)

982
Indirect Auto Concentration (%)
balance_sheet
Value: 47.45%
Peer Median: 6.15%
#982 of 1024 Bottom 4.2% in 100M-500M tier
981
Total Assets
balance_sheet
Value: $106.70M
Peer Median: $196.38M
#981 of 1024 Bottom 4.3% in 100M-500M tier
959
Total Deposits
balance_sheet
Value: $94.18M
Peer Median: $170.77M
#959 of 1024 Bottom 6.4% in 100M-500M tier
952
Fee Income Per Member
profitability
Value: $78.97
Peer Median: $159.88
#952 of 1024 Bottom 7.1% in 100M-500M tier
945
AMR Growth Rate
growth
Value: -2.76%
Peer Median: 3.53%
#945 of 1024 Bottom 7.8% in 100M-500M tier
912
Total Loans
balance_sheet
Value: $59.83M
Peer Median: $124.04M
#912 of 1024 Bottom 11.0% in 100M-500M tier
827
Average Member Relationship (AMR)
engagement
Value: $17,763
Peer Median: $23,006
#827 of 1024 Bottom 19.3% in 100M-500M tier
801
Loan-to-Member Ratio (LMR)
engagement
Value: $6,901
Peer Median: $9,434
#801 of 1024 Bottom 21.9% in 100M-500M tier
794
Total Members
engagement
Value: 8,670
Peer Median: 13,128
#794 of 1024 Bottom 22.6% in 100M-500M tier
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