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MOUNTAIN AMERICA

Charter #24692 · UT

Titans 10B+
25 CUs in 10B+ nationally 2 in UT
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MOUNTAIN AMERICA has 3 strengths but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 0.68% above tier average
  • + Strong member growth: 7.3% YoY
  • + First Mortgage Concentration (%): Top 4.0% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 40.0% in tier
  • - Credit Risk Growth: Bottom 52.0% in tier
  • - Indirect Auto Dependency: Bottom 60.0% in tier
  • - Credit Quality Pressure: Bottom 76.0% in tier
  • - Shrinking Wallet Share: Bottom 84.0% in tier
  • - ROA 0.15% below tier average
  • - Delinquency rate 0.28% 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 25 credit unions with $10B+ in assets nationally, and 1 of 2 that size in Utah.
  • Shares and deposits +6.0% year over year ($20.3B in shares and deposits).
  • Membership: 1,458,467 members, +7.3% vs a year ago.
  • Delinquency rate 1.30%.
  • Return on assets 0.88%.
  • Efficiency ratio 60.74% vs a 61.57% peer average.
  • Loan-to-share ratio 92.42% 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 (UT) National Avg Tier Percentile
Members 1,458,467
+7.3% YoY+1.8% QoQ
-213.4K 1,671,910
-4.2% YoY
84,939
+12.5% YoY
34,678
+6.6% YoY
68%
Assets $22.9B
+6.1% YoY+0.9% QoQ
$-4.8B $27.7B
+0.2% YoY
$1.4B
+17.3% YoY
$593.1M
+10.2% YoY
68%
Loans $18.8B
+7.2% YoY+1.8% QoQ
$-1.3B $20.0B
-0.9% YoY
$1.1B
+18.0% YoY
$418.6M
+10.1% YoY
72%
Deposits $20.3B
+6.0% YoY+0.9% QoQ
$-3.2B $23.5B
+0.4% YoY
$1.2B
+16.7% YoY
$504.8M
+10.3% YoY
68%

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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 0.9%
+15.8% YoY+0.5% QoQ
-0.2% 1.0%
+45.0% YoY
1.0%
+17.0% YoY
1.2%
+121.4% YoY
44%
NIM 3.9%
+4.8% YoY+1.5% QoQ
+0.7% 3.2%
+5.4% YoY
3.4%
+1.5% YoY
3.8%
+2.3% YoY
Top 12.0% in tier
Efficiency Ratio 60.7%
-1.4% YoY-0.8% QoQ
-0.8% 61.6%
-6.2% YoY
73.7%
+1.7% YoY
83.0%
-5.3% YoY
44%
Delinquency Rate 1.3%
+0.9% YoY+26.4% QoQ
+0.3 1.0%
-2.7% YoY
0.8%
+17.2% YoY
1.3%
+2.6% YoY
72%
Loan To Share 92.4%
+1.2% YoY+0.9% QoQ
+4.9% 87.5%
-3.0% YoY
75.6%
-3.6% YoY
66.4%
-1.4% YoY
60%
AMR $26,786
-0.7% YoY-0.5% QoQ
$-6K $32,850
+5.7% YoY
$21,736
+3.5% YoY
$20,028
-0.9% YoY
32%
CD Concentration 34.1%
-1.8% YoY+0.7% QoQ
+3.9% 30.2% 28.5% 20.0% 68%
Indirect Auto % 17.9%
+2.5% YoY+2.2% QoQ
+3.0% 15.0% 6.3% 7.7% 60%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (5)

Credit Risk Growth

risk
#15 of 18 • Bottom 52.0% in tier

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

Why This Signature
Loan Growth (YoY): 7.18%
(Tier: 12.76%, National: 78.26%)
worse than tier avg
Delinquency Change (YoY): 0.01% points
(Tier: 0.08% points, National: 0.08% points)
but better than tier avg
18 of 25 Titans CUs have this signature | 688 nationally
→ Stable (14→18 CUs) +4 CUs YoY | Rank worsening

Credit Quality Pressure

risk
#19 of 21 • Bottom 76.0% in tier

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

Why This Signature
Delinquency Change (YoY): 0.01% points
(Tier: 0.08% points, National: 0.08% points)
but better than tier avg
21 of 25 Titans CUs have this signature | 962 nationally
→ Stable (16→21 CUs) +5 CUs YoY | Rank worsening

Indirect Auto Dependency

risk
#10 of 10 • Bottom 60.0% in tier

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

Why This Signature
Asset Growth (YoY): 6.11%
(Tier: 14.31%, National: 3.30%)
worse than tier avg
Indirect Auto %: 17.94%
(Tier: 14.97%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 7.29%
(Tier: 7.74%, National: 15.67%)
worse than tier avg
10 of 25 Titans CUs have this signature | 714 nationally
→ Stable (9→10 CUs) +1 CUs YoY | Rank worsening

Liquidity Strain

risk
#12 of 12 • Bottom 40.0% in tier

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

Why This Signature
Loan-to-Share Ratio: 92.42%
(Tier: 87.50%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 7.18%
(Tier: 12.76%, National: 78.26%)
worse than tier avg
12 of 25 Titans CUs have this signature | 432 nationally
→ Stable (12→12 CUs)

Shrinking Wallet Share

decline
#5 of 5 • Bottom 84.0% in tier

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

Why This Signature
AMR Growth (YoY): -0.70%
(Tier: 4.49%, National: 35.20%)
worse than tier avg
5 of 25 Titans CUs have this signature | 308 nationally
→ Stable (5→5 CUs) | 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 25 peers in tier

Top Strengths (5 metrics)

2
First Mortgage Concentration (%)
balance_sheet
Value: 21.13%
Peer Median: 41.64%
#2 of 25 Top 4.0% in 10B+ tier
3
Net Interest Margin (NIM)
profitability
Value: 3.93%
Peer Median: 3.16%
#3 of 25 Top 8.0% in 10B+ tier
4
Member Growth Rate
growth
Value: 7.29%
Peer Median: 4.14%
#4 of 25 Top 12.0% in 10B+ tier
5
Fee Income Per Member
profitability
Value: $261.36
Peer Median: $216.78
#5 of 25 Top 16.0% in 10B+ tier
7
Total Loans
balance_sheet
Value: $18.76B
Peer Median: $13.76B
#7 of 25 Top 24.0% in 10B+ tier

Top Weaknesses (3 metrics)

22
Members Per Employee (MPE)
engagement
Value: 354.255
Peer Median: 431.551
#22 of 25 Bottom 16.0% in 10B+ tier
21
AMR Growth Rate
growth
Value: -0.70%
Peer Median: 3.74%
#21 of 25 Bottom 20.0% in 10B+ tier
21
Net Charge-Off Rate
risk
Value: 1.21%
Peer Median: 0.75%
#21 of 25 Bottom 20.0% in 10B+ tier
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