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O BEE

Charter #60059 · WA

Community 500M-750M
165 CUs in 500M-750M nationally 4 in WA
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O BEE has 4 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 51.7% in tier
  • + Net Interest Margin 1.01% above tier average
  • + Loan-to-Share Ratio: Top 1.8% in tier
  • + Total Loans: Top 3.6% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 1.8% in tier
  • - Credit Quality Pressure: Bottom 12.8% in tier
  • - Indirect Auto Dependency: Bottom 31.3% in tier
  • - Credit Risk Growth: Bottom 37.9% in tier
  • - ROA 0.21% below tier average
  • - Efficiency ratio 1.23% above tier (higher cost structure)
  • - Delinquency rate 0.15% above tier average
  • - Members Per Employee (MPE): Bottom 4.8% 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 165 credit unions with $500M-$750M in assets nationally, and 1 of 4 that size in Washington.
  • Shares and deposits +7.8% year over year ($572M in shares and deposits).
  • Membership: 36,634 members, +3.1% vs a year ago.
  • Delinquency rate 0.96%.
  • Return on assets 0.61%.
  • Efficiency ratio 77.79% vs a 76.56% peer average.
  • Loan-to-share ratio 105.47% vs a 79.33% 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 (WA) National Avg Tier Percentile
Members 36,634
+3.1% YoY+1.6% QoQ
-1.3K 37,897
-5.0% YoY
69,472
+6.3% YoY
34,678
+6.6% YoY
49%
Assets $676.6M
+6.2% YoY+1.4% QoQ
+$54.2M $622.4M
+0.6% YoY
$1.3B
+8.7% YoY
$593.1M
+10.2% YoY
72%
Loans $603.2M
+5.5% YoY+0.8% QoQ
+$174.7M $428.5M
-0.7% YoY
$968.5M
+8.7% YoY
$418.6M
+10.1% YoY
Top 4.2% in tier
Deposits $571.9M
+7.8% YoY+0.2% QoQ
+$32.2M $539.8M
+0.9% YoY
$1.1B
+8.8% 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 0.6%
+54.4% YoY-17.8% QoQ
-0.2% 0.8%
+39.5% YoY
0.7%
+22.8% YoY
1.2%
+121.4% YoY
41%
NIM 4.5%
+7.9% YoY+0.3% QoQ
+1.0% 3.5%
+5.0% YoY
3.8%
+3.6% YoY
3.8%
+2.3% YoY
Top 6.1% in tier
Efficiency Ratio 77.8%
-0.5% YoY+3.3% QoQ
+1.2% 76.6%
-3.6% YoY
77.5%
+0.3% YoY
83.0%
-5.3% YoY
53%
Delinquency Rate 1.0%
+85.2% YoY+21.5% QoQ
+0.2 0.8%
+3.1% YoY
0.9%
-3.0% YoY
1.3%
+2.6% YoY
71%
Loan To Share 105.5%
-2.2% YoY+0.6% QoQ
+26.1% 79.3%
-1.4% YoY
76.2%
-1.2% YoY
66.4%
-1.4% YoY
Top 2.4% in tier
AMR $32,079
+3.5% YoY-1.1% QoQ
+$5K $27,294
+4.1% YoY
$29,351
+3.2% YoY
$20,028
-0.9% YoY
78%
CD Concentration 36.2%
+4.7% YoY+7.3% QoQ
+11.7% 24.6% 22.7% 20.0% Top 13.0% in tier
Indirect Auto % 23.2%
+12.6% YoY+0.6% QoQ
+9.6% 13.6% 16.0% 7.7% 75%

Signature Analysis

Strengths (1)

Relationship Depth Leader

growth
#180 of 262 • Top 51.7% 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): 3.47%
(Tier: 3.97%, National: 35.20%)
but worse than tier avg
Share Draft per Member: $3.4K
(Tier: $2.9K, National: $2.1K)
better than tier avg
262 of 276 Community CUs have this signature | 354 nationally
↑ Growing +11 CUs YoY | Rank worsening

Concerns (4)

Liquidity Strain

risk
#33 of 224 • Bottom 1.8% in tier

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

Why This Signature
Loan-to-Share Ratio: 105.47%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 5.51%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
224 of 276 Community CUs have this signature | 432 nationally
↓ Shrinking -11 CUs YoY | Rank worsening

Credit Quality Pressure

risk
#165 of 693 • Bottom 12.8% in tier

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

Why This Signature
Delinquency Change (YoY): 0.44% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
962 nationally
↓ Shrinking -83 CUs YoY | Rank improving

Credit Risk Growth

risk
#132 of 472 • Bottom 37.9% in tier

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

Why This Signature
Loan Growth (YoY): 5.51%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
Delinquency Change (YoY): 0.44% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
688 nationally
↑ Growing +32 CUs YoY | Rank worsening

Indirect Auto Dependency

risk
#310 of 476 • Bottom 31.3% in tier

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

Why This Signature
Asset Growth (YoY): 6.21%
(Tier: 4.62%, National: 3.30%)
but better than tier avg
Indirect Auto %: 23.19%
(Tier: 13.63%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 3.06%
(Tier: 0.46%, National: 15.67%)
but better than tier avg
714 nationally
↓ Shrinking -57 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 165 peers in tier

Top Strengths (8 metrics)

4
Loan-to-Share Ratio
balance_sheet
Value: 105.47%
Peer Median: 81.50%
#4 of 165 Top 1.8% in 500M-750M tier
7
Total Loans
balance_sheet
Value: $603.23M
Peer Median: $428.72M
#7 of 165 Top 3.6% in 500M-750M tier
10
Net Interest Margin (NIM)
profitability
Value: 4.54%
Peer Median: 3.55%
#10 of 165 Top 5.5% in 500M-750M tier
18
Fee Income Per Member
profitability
Value: $315.04
Peer Median: $191.53
#18 of 165 Top 10.3% in 500M-750M tier
22
Loan-to-Member Ratio (LMR)
engagement
Value: $16,466
Peer Median: $11,477
#22 of 165 Top 12.7% in 500M-750M tier
28
First Mortgage Concentration (%)
balance_sheet
Value: 19.58%
Peer Median: 34.05%
#28 of 165 Top 16.4% in 500M-750M tier
37
Average Member Relationship (AMR)
engagement
Value: $32,079
Peer Median: $25,725
#37 of 165 Top 21.8% in 500M-750M tier
42
Deposit Growth Rate
growth
Value: 7.83%
Peer Median: 4.04%
#42 of 165 Top 24.8% in 500M-750M tier

Top Weaknesses (4 metrics)

158
Members Per Employee (MPE)
engagement
Value: 223.378
Peer Median: 313.721
#158 of 165 Bottom 4.8% in 500M-750M tier
145
Net Charge-Off Rate
risk
Value: 0.93%
Peer Median: 0.41%
#145 of 165 Bottom 12.7% in 500M-750M tier
143
Share Certificate Concentration (%)
balance_sheet
Value: 36.23%
Peer Median: 26.69%
#143 of 165 Bottom 13.9% in 500M-750M tier
142
Net Worth Ratio
risk
Value: 8.68%
Peer Median: 10.42%
#142 of 165 Bottom 14.5% in 500M-750M tier
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