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NOTRE DAME

Charter #24034 · IN

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 10 in IN
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NOTRE DAME has 7 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 15.1% in tier
  • + Wallet Share Momentum: Top 15.1% in tier
  • + Organic Growth Engine: Top 22.8% in tier
  • + Organic Growth Leader: Top 22.8% in tier
  • + Emerging Performer: Top 52.0% in tier
  • + Net Interest Margin 0.43% above tier average
  • + Loan Growth Rate: Top 4.7% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 15.5% in tier
  • - Efficiency ratio 3.78% above tier (higher cost structure)
  • - Members Per Employee (MPE): Bottom 7.3% 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 300 credit unions with $1B-$3B in assets nationally, and 1 of 10 that size in Indiana.
  • Shares and deposits +9.4% year over year ($1.21B in shares and deposits).
  • Membership: 70,705 members, +4.9% vs a year ago.
  • Delinquency rate 0.59%.
  • Return on assets 0.78%.
  • Efficiency ratio 76.80% vs a 73.02% peer average.
  • Loan-to-share ratio 100.07% vs a 84.71% 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 (IN) National Avg Tier Percentile
Members 70,705
+4.9% YoY+5.4% QoQ
-26.2K 96,861
-1.9% YoY
23,392
+5.7% YoY
34,678
+6.6% YoY
29%
Assets $1.4B
+11.7% YoY+4.7% QoQ
$-335.9M $1.7B
+0.4% YoY
$404.4M
+8.2% YoY
$593.1M
+10.2% YoY
36%
Loans $1.2B
+17.4% YoY+7.7% QoQ
$-26.0M $1.2B
+0.7% YoY
$288.6M
+8.1% YoY
$418.6M
+10.1% YoY
58%
Deposits $1.2B
+9.4% YoY+1.7% QoQ
$-256.0M $1.5B
+0.5% YoY
$337.5M
+7.0% YoY
$504.8M
+10.3% YoY
42%

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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%
+25.4% YoY+0.0% QoQ
+0.0% 0.8%
+27.6% YoY
1.6%
+105.9% YoY
1.2%
+121.4% YoY
50%
NIM 3.9%
+10.1% YoY+1.8% QoQ
+0.4% 3.4%
+6.6% YoY
3.9%
+3.1% YoY
3.8%
+2.3% YoY
77%
Efficiency Ratio 76.8%
-0.0% YoY+1.5% QoQ
+3.8% 73.0%
-2.7% YoY
105.3%
+31.6% YoY
83.0%
-5.3% YoY
65%
Delinquency Rate 0.6%
-46.2% YoY+3.8% QoQ
-0.3 0.9%
+7.3% YoY
1.6%
+32.0% YoY
1.3%
+2.6% YoY
38%
Loan To Share 100.1%
+7.3% YoY+5.9% QoQ
+15.4% 84.7%
+0.1% YoY
68.6%
+0.4% YoY
66.4%
-1.4% YoY
Top 13.7% in tier
AMR $34,164
+7.9% YoY-0.8% QoQ
+$5K $29,575
+1.5% YoY
$18,349
+1.6% YoY
$20,028
-0.9% YoY
79%
CD Concentration 21.7%
-3.1% YoY+0.5% QoQ
-7.3% 29.1% 19.4% 20.0% 20%
Indirect Auto % 0.0% -18.1% 18.1% 11.1% 7.7% Top 0.1% in tier

Signature Analysis

Strengths (5)

Organic Growth Engine

growth
#23 of 113 • Top 22.8% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 4.93%
(Tier: 3.16%, National: 15.67%)
better than tier avg
Return on Assets: 0.78%
(Tier: 0.84%, National: 1.23%)
but worse than tier avg
Indirect Auto %: 0.00%
(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

Relationship Depth Leader

growth
#20 of 69 • Top 15.1% in tier

Top-tier average member relationship within peer group, with stable or growing engagement. Strong wallet share positioning.

Why This Signature
AMR Growth (YoY): 7.95%
(Tier: 3.62%, National: 35.20%)
better than tier avg
Share Draft per Member: $8.9K
(Tier: $3.2K, National: $2.1K)
better than tier avg
69 of 377 Mid-Market CUs have this signature | 354 nationally
↑ Growing +9 CUs YoY | New qualifier

Organic Growth Leader

growth
#34 of 112 • Top 22.8% in tier

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

Why This Signature
Member Growth (YoY): 4.93%
(Tier: 3.16%, National: 15.67%)
better than tier avg
Indirect Auto %: 0.00%
(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

Wallet Share Momentum

growth
#56 of 125 • Top 15.1% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 7.95%
(Tier: 3.62%, National: 35.20%)
better than tier avg
125 of 377 Mid-Market CUs have this signature | 635 nationally
↑ Growing +22 CUs YoY | Rank improving

Emerging Performer

growth
#45 of 82 • Top 52.0% 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: 0.78%
(Tier: 0.84%, National: 1.23%)
but worse than tier avg
Member Growth (YoY): 4.93%
(Tier: 3.16%, National: 15.67%)
better than tier avg
82 of 377 Mid-Market CUs have this signature | 283 nationally
↑ Growing +14 CUs YoY | Rank improving

Concerns (1)

Liquidity Strain

risk
#20 of 168 • Bottom 15.5% in tier

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

Why This Signature
Loan-to-Share Ratio: 100.07%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 17.40%
(Tier: 6.76%, National: 78.26%)
but better than tier avg
168 of 377 Mid-Market CUs have this signature | 432 nationally
→ Stable (173→168 CUs) -5 CUs YoY | Rank improving

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 300 peers in tier

Top Strengths (12 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 14.26%
#1 of 300 Top 0.1% in 1B-3B tier
15
Loan Growth Rate
growth
Value: 17.40%
Peer Median: 5.71%
#15 of 300 Top 4.7% in 1B-3B tier
35
Asset Growth Rate
growth
Value: 11.68%
Peer Median: 5.21%
#35 of 300 Top 11.3% in 1B-3B tier
35
Loan-to-Member Ratio (LMR)
engagement
Value: $17,088
Peer Median: $12,809
#35 of 300 Top 11.3% in 1B-3B tier
41
Loan-to-Share Ratio
balance_sheet
Value: 100.07%
Peer Median: 87.07%
#41 of 300 Top 13.3% in 1B-3B tier
48
AMR Growth Rate
growth
Value: 7.95%
Peer Median: 3.19%
#48 of 300 Top 15.7% in 1B-3B tier
59
Deposit Growth Rate
growth
Value: 9.41%
Peer Median: 4.79%
#59 of 300 Top 19.3% in 1B-3B tier
60
Member Growth Rate
growth
Value: 4.93%
Peer Median: 1.84%
#60 of 300 Top 19.7% in 1B-3B tier
62
Average Member Relationship (AMR)
engagement
Value: $34,164
Peer Median: $28,089
#62 of 300 Top 20.3% in 1B-3B tier
65
Share Certificate Concentration (%)
balance_sheet
Value: 21.74%
Peer Median: 28.24%
#65 of 300 Top 21.3% in 1B-3B tier

Top Weaknesses (1 metrics)

279
Members Per Employee (MPE)
engagement
Value: 258.047
Peer Median: 346.173
#279 of 300 Bottom 7.3% in 1B-3B tier
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