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CENTRAL WILLAMETTE

Charter #62665 · OR

Community 500M-750M
165 CUs in 500M-750M nationally 2 in OR
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CENTRAL WILLAMETTE has 3 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.21% above tier average
  • + Net Interest Margin 0.49% above tier average
  • + First Mortgage Concentration (%): Top 7.3% in tier

Key Concerns

Areas that may need attention

  • - Institutional Decline: Bottom 15.2% in tier
  • - Stagnation Risk: Bottom 61.8% in tier
  • - Membership Headwinds: Bottom 61.8% in tier
  • - Indirect Auto Dependency: Bottom 67.6% in tier
  • - Delinquency rate 0.21% 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 165 credit unions with $500M-$750M in assets nationally, and 1 of 2 that size in Oregon.
  • Shares and deposits +1.6% year over year ($525M in shares and deposits).
  • Membership: 37,367 members, -0.8% vs a year ago.
  • Delinquency rate 1.02%.
  • Return on assets 1.03%.
  • Efficiency ratio 75.24% vs a 76.56% peer average.
  • Loan-to-share ratio 83.36% 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 (OR) National Avg Tier Percentile
Members 37,367
-0.8% YoY-0.7% QoQ
-530 37,897
-5.0% YoY
51,821
+9.3% YoY
34,678
+6.6% YoY
52%
Assets $617.6M
+2.3% YoY+0.6% QoQ
$-4.8M $622.4M
+0.6% YoY
$850.7M
+8.9% YoY
$593.1M
+10.2% YoY
48%
Loans $438.0M
-1.5% YoY-0.5% QoQ
+$9.5M $428.5M
-0.7% YoY
$590.7M
+10.5% YoY
$418.6M
+10.1% YoY
54%
Deposits $525.4M
+1.6% YoY+0.5% QoQ
$-14.4M $539.8M
+0.9% YoY
$725.1M
+8.5% YoY
$504.8M
+10.3% YoY
44%

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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 1.0%
+51.0% YoY+47.5% QoQ
+0.2% 0.8%
+39.5% YoY
0.8%
+19.1% YoY
1.2%
+121.4% YoY
70%
NIM 4.0%
-0.8% YoY+0.1% QoQ
+0.5% 3.5%
+5.0% YoY
4.0%
+5.3% YoY
3.8%
+2.3% YoY
83%
Efficiency Ratio 75.2%
-0.4% YoY+1.6% QoQ
-1.3% 76.6%
-3.6% YoY
78.0%
+0.7% YoY
83.0%
-5.3% YoY
36%
Delinquency Rate 1.0%
-7.2% YoY-17.1% QoQ
+0.2 0.8%
+3.1% YoY
1.1%
+29.8% YoY
1.3%
+2.6% YoY
74%
Loan To Share 83.4%
-3.0% YoY-1.0% QoQ
+4.0% 79.3%
-1.4% YoY
76.6%
+0.5% YoY
66.4%
-1.4% YoY
54%
AMR $25,781
+1.0% YoY+0.7% QoQ
$-2K $27,294
+4.1% YoY
$25,405
+1.6% YoY
$20,028
-0.9% YoY
51%
CD Concentration 24.9%
-2.0% YoY+0.4% QoQ
+0.3% 24.6% 16.7% 20.0% 51%
Indirect Auto % 32.2%
-3.4% YoY-4.7% QoQ
+18.5% 13.6% 13.6% 7.7% Bottom 14.2% in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (4)

Indirect Auto Dependency

risk
#225 of 476 • Bottom 67.6% in tier

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

Why This Signature
Asset Growth (YoY): 2.28%
(Tier: 4.62%, National: 3.30%)
worse than tier avg
Indirect Auto %: 32.16%
(Tier: 13.63%, National: 7.71%)
worse than tier avg
Member Growth (YoY): -0.76%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
714 nationally
↓ Shrinking -57 CUs YoY | Rank worsening

Stagnation Risk

risk
#339 of 549 • Bottom 61.8% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -0.76%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -1.46%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 1.02%
(Tier: 0.87%, National: 1.26%)
worse than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | New qualifier

Institutional Decline

decline
#189 of 230 • Bottom 15.2% in tier

Both members and loans declining - the institution is contracting. Leadership is likely under pressure to reverse course.

Why This Signature
Total Assets: $617.62M
(Tier: $336.17M, National: $593.11M)
but better than tier avg
Member Growth (YoY): -0.76%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -1.46%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
230 of 276 Community CUs have this signature | 261 nationally
↓ Shrinking -49 CUs YoY | New qualifier

Membership Headwinds

decline
#494 of 549 • Bottom 61.8% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -0.76%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | 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 165 peers in tier

Top Strengths (4 metrics)

13
First Mortgage Concentration (%)
balance_sheet
Value: 14.93%
Peer Median: 34.05%
#13 of 165 Top 7.3% in 500M-750M tier
18
Net Worth Ratio
risk
Value: 14.39%
Peer Median: 10.42%
#18 of 165 Top 10.3% in 500M-750M tier
28
Net Interest Margin (NIM)
profitability
Value: 4.02%
Peer Median: 3.55%
#28 of 165 Top 16.4% in 500M-750M tier
31
Fee Income Per Member
profitability
Value: $263.46
Peer Median: $191.53
#31 of 165 Top 18.2% in 500M-750M tier

Top Weaknesses (6 metrics)

138
Net Charge-Off Rate
risk
Value: 0.86%
Peer Median: 0.41%
#138 of 165 Bottom 17.0% in 500M-750M tier
137
Indirect Auto Concentration (%)
balance_sheet
Value: 32.16%
Peer Median: 9.93%
#137 of 165 Bottom 17.6% in 500M-750M tier
136
Loan Growth Rate
growth
Value: -1.46%
Peer Median: 4.82%
#136 of 165 Bottom 18.2% in 500M-750M tier
131
Members Per Employee (MPE)
engagement
Value: 261.308
Peer Median: 313.721
#131 of 165 Bottom 21.2% in 500M-750M tier
126
Deposit Growth Rate
growth
Value: 1.62%
Peer Median: 4.04%
#126 of 165 Bottom 24.2% in 500M-750M tier
126
AMR Growth Rate
growth
Value: 0.97%
Peer Median: 3.83%
#126 of 165 Bottom 24.2% in 500M-750M tier
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