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RUSSELL COUNTRY

Charter #5387 · MT

100M-500M
1070 CUs in 100M-500M nationally 13 in MT

RUSSELL COUNTRY has 3 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 50.0% in tier
  • + Deposit Growth Rate: Top 3.3% in tier
  • + Asset Growth Rate: Top 3.6% in tier

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 50.0% in tier
  • - Credit Risk Growth: Bottom 50.0% in tier
  • - Indirect Auto Dependency: Bottom 50.0% in tier
  • - Efficiency Drag: Bottom 50.0% in tier
  • - ROA 0.46% below tier average
  • - Efficiency ratio 13.44% above tier (higher cost structure)
  • - Delinquency rate 0.35% above tier average
  • - Net Worth Ratio: Bottom 1.5% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (MT) National Avg Tier Percentile
Members 9,897
+2.6% YoY+0.2% QoQ
-5.2K 15,145
-2.5% YoY
10,888
+4.4% YoY
33,913
+5.7% YoY
32%
Assets $132.9M
+13.9% YoY+2.1% QoQ
$-98.9M $231.7M
+0.8% YoY
$199.2M
+7.2% YoY
$578.3M
+9.0% YoY
22%
Loans $107.1M
+8.8% YoY-0.6% QoQ
$-37.0M $144.1M
+0.2% YoY
$130.6M
+6.8% YoY
$402.4M
+8.7% YoY
40%
Deposits $122.5M
+14.7% YoY+2.1% QoQ
$-78.6M $201.1M
+0.4% YoY
$171.8M
+7.2% YoY
$494.3M
+9.1% YoY
26%

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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 0.3%
+111.4% YoY-19.4% QoQ
-0.5% 0.7%
+5.1% YoY
0.8%
+356.3% YoY
0.4%
-39.2% YoY
20%
NIM 3.2%
+2.0% YoY+1.7% QoQ
-0.4% 3.6%
+4.6% YoY
3.6%
+0.6% YoY
3.8%
+4.1% YoY
26%
Efficiency Ratio 91.5%
+1.3% YoY+5.2% QoQ
+13.4% 78.0%
-1.7% YoY
77.3%
-4.1% YoY
84.6%
+2.8% YoY
Bottom 12.1% in tier
Delinquency Rate 1.1%
+243.9% YoY-12.4% QoQ
+0.3 0.8%
+7.1% YoY
0.9%
-3.4% YoY
1.2%
+3.4% YoY
81%
Loan To Share 87.5%
-5.2% YoY-2.6% QoQ
+17.0% 70.4%
-0.4% YoY
64.8%
-3.7% YoY
65.6%
-1.4% YoY
85%
AMR $23,204
+9.0% YoY+0.6% QoQ
$-2K $24,918
+2.7% YoY
$22,075
+3.7% YoY
$19,920
+1.6% YoY
52%
CD Concentration 41.1%
+24.6% YoY+4.0% QoQ
+16.9% 24.3% 18.1% 19.8% 50%
Indirect Auto % 32.5%
-10.9% YoY-3.5% QoQ
+18.7% 13.8% 5.6% 7.7% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#161 of 491 • Top 50.0% in tier

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

Why This Signature
AMR Growth (YoY): 8.99%
(Tier: 3.74%, National: 6.36%)
better than tier avg
491 of 1070 Mid-Small & Community CUs have this signature | 637 nationally
↑ Growing +107 CUs YoY | Rank improving

Concerns (4)

Credit Quality Pressure

risk
#50 of 727 • Bottom 50.0% in tier

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

Why This Signature
Delinquency Change (YoY): 0.80% points
(Tier: 0.03% points, National: 0.12% points)
worse than tier avg
727 of 1070 Mid-Small & Community CUs have this signature | 1013 nationally
↓ Shrinking -60 CUs YoY | New qualifier

Credit Risk Growth

risk
#40 of 476 • Bottom 50.0% in tier

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

Why This Signature
Loan Growth (YoY): 8.77%
(Tier: 4.14%, National: 1.74%)
but better than tier avg
Delinquency Change (YoY): 0.80% points
(Tier: 0.03% points, National: 0.12% points)
worse than tier avg
476 of 1070 Mid-Small & Community CUs have this signature | 710 nationally
→ No prior data (476 CUs now) | New qualifier

Indirect Auto Dependency

risk
#62 of 504 • 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): 13.95%
(Tier: 4.68%, National: 1663.40%)
but better than tier avg
Indirect Auto %: 32.51%
(Tier: 13.80%, National: 7.73%)
worse than tier avg
Member Growth (YoY): 2.63%
(Tier: 0.72%, National: 10.19%)
but better than tier avg
504 of 1070 Mid-Small & Community CUs have this signature | 745 nationally
↓ Shrinking -29 CUs YoY | Rank improving

Efficiency Drag

risk
#109 of 596 • Bottom 50.0% in tier

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

Why This Signature
Efficiency Ratio: 91.46%
(Tier: 77.94%, National: 84.64%)
worse than tier avg
ROA Change (YoY): 0.14% points
(Tier: 0.05% points, National: -0.45% points)
but better than tier avg
Member Growth (YoY): 2.63%
(Tier: 0.72%, National: 10.19%)
but better than tier avg
596 of 1070 Mid-Small & Community CUs have this signature | 702 nationally
↓ Shrinking -84 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 1070 peers in tier

Top Strengths (7 metrics)

36
Deposit Growth Rate
growth
Value: 14.72%
Peer Median: 3.30%
#36 of 1070 Top 3.3% in 100M-500M tier
40
Asset Growth Rate
growth
Value: 13.95%
Peer Median: 3.91%
#40 of 1070 Top 3.6% in 100M-500M tier
131
AMR Growth Rate
growth
Value: 8.99%
Peer Median: 3.46%
#131 of 1070 Top 12.1% in 100M-500M tier
165
Loan-to-Share Ratio
balance_sheet
Value: 87.45%
Peer Median: 71.88%
#165 of 1070 Top 15.3% in 100M-500M tier
226
Loan Growth Rate
growth
Value: 8.77%
Peer Median: 2.93%
#226 of 1070 Top 21.0% in 100M-500M tier
232
First Mortgage Concentration (%)
balance_sheet
Value: 15.35%
Peer Median: 29.47%
#232 of 1070 Top 21.6% in 100M-500M tier
243
Member Growth Rate
growth
Value: 2.63%
Peer Median: -0.06%
#243 of 1070 Top 22.6% in 100M-500M tier

Top Weaknesses (9 metrics)

1055
Net Worth Ratio
risk
Value: 7.48%
Peer Median: 11.45%
#1055 of 1070 Bottom 1.5% in 100M-500M tier
1000
Share Certificate Concentration (%)
balance_sheet
Value: 41.14%
Peer Median: 23.10%
#1000 of 1070 Bottom 6.6% in 100M-500M tier
941
Efficiency Ratio
profitability
Value: 91.46%
Peer Median: 78.68%
#941 of 1070 Bottom 12.1% in 100M-500M tier
926
Indirect Auto Concentration (%)
balance_sheet
Value: 32.51%
Peer Median: 6.61%
#926 of 1070 Bottom 13.6% in 100M-500M tier
864
Total Delinquency Rate (60+ days)
risk
Value: 1.12%
Peer Median: 0.61%
#864 of 1070 Bottom 19.3% in 100M-500M tier
851
Return on Assets (ROA)
profitability
Value: 0.27%
Peer Median: 0.69%
#851 of 1070 Bottom 20.6% in 100M-500M tier
840
Total Assets
balance_sheet
Value: $132.85M
Peer Median: $196.57M
#840 of 1070 Bottom 21.6% in 100M-500M tier
817
Members Per Employee (MPE)
engagement
Value: 260.447
Peer Median: 309.176
#817 of 1070 Bottom 23.7% in 100M-500M tier
808
Fee Income Per Member
profitability
Value: $109.43
Peer Median: $154.95
#808 of 1070 Bottom 24.6% in 100M-500M tier
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