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ORION

Charter #24831 · TN

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 3 in TN
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ORION has 5 strengths but faces 4 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 29.0% in tier
  • + Organic Growth Engine: Top 29.0% in tier
  • + Loan-to-Share Ratio: Top 1.3% in tier
  • + Share Certificate Concentration (%): Top 1.7% in tier
  • + Net Worth Ratio: Top 3.0% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 2.1% in tier
  • - Efficiency Drag: Bottom 3.2% in tier
  • - ROA 0.71% below tier average
  • - Efficiency ratio 16.29% 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 300 credit unions with $1B-$3B in assets nationally, and 1 of 3 that size in Tennessee.
  • Shares and deposits +1.9% year over year ($1.03B in shares and deposits).
  • Membership: 70,670 members, +4.1% vs a year ago.
  • Delinquency rate 0.55%.
  • Return on assets 0.10%.
  • Efficiency ratio 89.31% vs a 73.02% peer average.
  • Loan-to-share ratio 110.58% 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 (TN) National Avg Tier Percentile
Members 70,670
+4.1% YoY+1.9% QoQ
-26.2K 96,861
-1.9% YoY
22,058
+4.8% YoY
34,678
+6.6% YoY
29%
Assets $1.3B
+1.8% YoY+0.1% QoQ
$-423.3M $1.7B
+0.4% YoY
$390.3M
+9.5% YoY
$593.1M
+10.2% YoY
31%
Loans $1.1B
+9.2% YoY+5.2% QoQ
$-91.1M $1.2B
+0.7% YoY
$289.3M
+8.5% YoY
$418.6M
+10.1% YoY
51%
Deposits $1.0B
+1.9% YoY+0.0% QoQ
$-429.6M $1.5B
+0.5% YoY
$326.4M
+8.9% YoY
$504.8M
+10.3% YoY
23%

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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%
-51.7% YoY-18.6% QoQ
-0.7% 0.8%
+27.6% YoY
1.1%
+46.9% YoY
1.2%
+121.4% YoY
Bottom 3.0% in tier
NIM 3.3%
+0.6% YoY+2.2% QoQ
-0.1% 3.4%
+6.6% YoY
3.9%
+2.1% YoY
3.8%
+2.3% YoY
38%
Efficiency Ratio 89.3%
+1.6% YoY+1.6% QoQ
+16.3% 73.0%
-2.7% YoY
78.9%
+2.6% YoY
83.0%
-5.3% YoY
Bottom 3.3% in tier
Delinquency Rate 0.6%
-7.2% YoY-1.3% QoQ
-0.3 0.9%
+7.3% YoY
1.1%
-1.7% YoY
1.3%
+2.6% YoY
34%
Loan To Share 110.6%
+7.2% YoY+5.2% QoQ
+25.9% 84.7%
+0.1% YoY
68.7%
-1.7% YoY
66.4%
-1.4% YoY
Top 1.7% in tier
AMR $30,804
+1.4% YoY+0.8% QoQ
+$1K $29,575
+1.5% YoY
$19,228
+3.5% YoY
$20,028
-0.9% YoY
64%
CD Concentration 7.9%
-23.6% YoY-6.6% QoQ
-21.2% 29.1% 22.4% 20.0% Bottom 1.9% in tier
Indirect Auto % 11.3%
+24.6% YoY+31.6% QoQ
-6.8% 18.1% 6.8% 7.7% 40%

Signature Analysis

Strengths (2)

Organic Growth Leader

growth
#47 of 112 • Top 29.0% in tier

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

Why This Signature
Member Growth (YoY): 4.07%
(Tier: 3.16%, National: 15.67%)
better than tier avg
Indirect Auto %: 11.28%
(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 | New qualifier

Organic Growth Engine

growth
#102 of 113 • Top 29.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 4.07%
(Tier: 3.16%, National: 15.67%)
better than tier avg
Return on Assets: 0.10%
(Tier: 0.84%, National: 1.23%)
but worse than tier avg
Indirect Auto %: 11.28%
(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 | New qualifier

Concerns (2)

Liquidity Strain

risk
#8 of 168 • Bottom 2.1% in tier

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

Why This Signature
Loan-to-Share Ratio: 110.58%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 9.17%
(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

Efficiency Drag

risk
#18 of 71 • Bottom 3.2% in tier

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

Why This Signature
Efficiency Ratio: 89.31%
(Tier: 72.30%, National: 82.97%)
worse than tier avg
ROA Change (YoY): -0.11% points
(Tier: 0.18% points, National: 0.47% points)
worse than tier avg
Member Growth (YoY): 4.07%
(Tier: 3.16%, National: 15.67%)
but better than tier avg
71 of 377 Mid-Market CUs have this signature | 608 nationally
↓ Shrinking -33 CUs YoY | Rank worsening

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 (4 metrics)

5
Loan-to-Share Ratio
balance_sheet
Value: 110.58%
Peer Median: 87.07%
#5 of 300 Top 1.3% in 1B-3B tier
6
Share Certificate Concentration (%)
balance_sheet
Value: 7.90%
Peer Median: 28.24%
#6 of 300 Top 1.7% in 1B-3B tier
10
Net Worth Ratio
risk
Value: 18.42%
Peer Median: 10.91%
#10 of 300 Top 3.0% in 1B-3B tier
54
Loan-to-Member Ratio (LMR)
engagement
Value: $16,176
Peer Median: $12,809
#54 of 300 Top 17.7% in 1B-3B tier

Top Weaknesses (5 metrics)

291
Return on Assets (ROA)
profitability
Value: 0.10%
Peer Median: 0.77%
#291 of 300 Bottom 3.3% in 1B-3B tier
291
Efficiency Ratio
profitability
Value: 89.31%
Peer Median: 73.62%
#291 of 300 Bottom 3.3% in 1B-3B tier
231
Total Deposits
balance_sheet
Value: $1.03B
Peer Median: $1.30B
#231 of 300 Bottom 23.3% in 1B-3B tier
229
Deposit Growth Rate
growth
Value: 1.87%
Peer Median: 4.79%
#229 of 300 Bottom 24.0% in 1B-3B tier
228
Asset Growth Rate
growth
Value: 1.84%
Peer Median: 5.21%
#228 of 300 Bottom 24.3% in 1B-3B tier
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