UNITUS COMMUNITY

Charter #63440 | OR

1B-3B (304 CUs) Mid-Market (380 CUs)
5 1B-3B in OR

UNITUS COMMUNITY has 3 strengths but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 28.2% in tier
  • + Emerging Performer: Top 30.4% in tier
  • + Wallet Share Momentum: Top 33.5% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 3.7% in tier
  • - Credit Quality Pressure: Bottom 9.4% in tier
  • - Growth-at-Risk: Bottom 19.4% in tier
  • - Indirect Auto Dependency: Bottom 24.5% in tier
  • - Liquidity Strain: Bottom 32.4% in tier
  • - ROA 0.48% below tier average
  • - Efficiency ratio 12.16% above tier (higher cost structure)

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (OR) National Avg Tier Percentile
Members 106,458
+0.4% YoY+0.0% QoQ
+7.8K 98,678
-1.9% YoY
48,799
+9.4% YoY
33,089
+6.1% YoY
63rd in tier
Assets $1.7B
-0.5% YoY-0.0% QoQ
$-6.3M $1.7B
+0.5% YoY
$801.2M
+7.5% YoY
$547.7M
+7.8% YoY
59th in tier
Loans $1.4B
+2.3% YoY+0.3% QoQ
+$142.9M $1.2B
+0.5% YoY
$546.0M
+10.9% YoY
$388.7M
+8.6% YoY
66th in tier
Deposits $1.5B
+1.0% YoY-0.2% QoQ
+$59.6M $1.5B
+1.3% YoY
$683.7M
+7.5% YoY
$464.6M
+9.3% YoY
61st in tier
ROA 0.2%
+259.6% YoY+9.4% QoQ
-0.5% 0.7%
+13.4% YoY
0.7%
+15.2% YoY
0.7%
+273.4% YoY
Bottom 9.9% in tier
NIM 3.1%
+12.3% YoY+3.0% QoQ
-0.2% 3.3%
+9.3% YoY
3.9%
+7.2% YoY
3.7%
+5.0% YoY
36th in tier
Efficiency Ratio 86.1%
-5.0% YoY+0.1% QoQ
+12.2% 74.0%
-10.9% YoY
76.2%
-3.6% YoY
79.1%
-3.3% YoY
Top 6.9% in tier
Delinquency Rate 0.5%
+53.5% YoY+35.9% QoQ
-0.3 0.8%
+6.1% YoY
0.9%
-6.6% YoY
1.2%
-0.9% YoY
34th in tier
Loan To Share 90.9%
+1.2% YoY+0.5% QoQ
+5.7% 85.2%
-0.8% YoY
76.2%
+0.8% YoY
68.0%
-1.7% YoY
58th in tier
AMR $27,145
+1.2% YoY-0.0% QoQ
$-2K $29,172
+2.8% YoY
$25,038
+0.5% YoY
$19,418
+1.3% YoY
48th in tier
CD Concentration 23.2%
+0.7% YoY-0.2% QoQ
-5.8% 29.0%
+0.8% YoY
16.6%
+1.3% YoY
19.6%
+6.2% YoY
Bottom 24.0% in tier
Indirect Auto % 29.7%
-0.8% YoY-2.3% QoQ
+10.9% 18.8%
-2.8% YoY
13.9%
-0.5% YoY
7.9%
-2.9% YoY
74th in tier

Signature Analysis

Strengths (3)

Relationship Depth Leader

growth
#205 of 264 • Top 28.2% in tier

Average member relationship growing year-over-year. Increasing engagement suggests members are consolidating more business here.

Why This Signature
AMR Growth (YoY): 1.20%
(Tier: 3.04%, National: 4.19%)
but worse than tier avg
Share Draft per Member: $3.1K
(Tier: $3.1K, National: $2.0K)
but worse than tier avg
264 of 380 Mid-Market CUs have this signature | 1330 nationally
↑ Growing +60 CUs YoY | New qualifier

Emerging Performer

growth
#162 of 184 • Top 30.4% in tier

Profitable credit union with positive returns. May represent growth potential worth exploring.

Why This Signature
Return on Assets: 0.23%
(Tier: 0.71%, National: 0.71%)
but worse than tier avg
Member Growth (YoY): 0.43%
(Tier: 3.18%, National: 9.37%)
but worse than tier avg
184 of 380 Mid-Market CUs have this signature | 852 nationally
↑ Growing +18 CUs YoY

Wallet Share Momentum

growth
#243 of 264 • Top 33.5% in tier

Average member relationship growing year-over-year. Members are deepening their engagement.

Why This Signature
AMR Growth (YoY): 1.20%
(Tier: 3.04%, National: 4.19%)
but worse than tier avg
264 of 380 Mid-Market CUs have this signature | 1330 nationally
↑ Growing +60 CUs YoY | New qualifier

Concerns (5)

Efficiency Drag

risk
#13 of 96 • Bottom 3.7% in tier

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

Why This Signature
Efficiency Ratio: 86.13%
(Tier: 73.45%, National: 79.10%)
worse than tier avg
ROA Change (YoY): 0.16% points
(Tier: 0.07% points, National: 0.05% points)
but better than tier avg
Member Growth (YoY): 0.43%
(Tier: 3.18%, National: 9.37%)
worse than tier avg
96 of 380 Mid-Market CUs have this signature | 624 nationally
↓ Shrinking -32 CUs YoY

Credit Quality Pressure

risk
#73 of 217 • Bottom 9.4% in tier

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

Why This Signature
Delinquency Change (YoY): 0.19% points
(Tier: 0.07% points, National: 0.07% points)
worse than tier avg
217 of 380 Mid-Market CUs have this signature | 1002 nationally
↓ Shrinking -70 CUs YoY | New qualifier

Growth-at-Risk

risk
#109 of 161 • Bottom 19.4% in tier

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

Why This Signature
Loan Growth (YoY): 2.28%
(Tier: 6.14%, National: 36.38%)
worse than tier avg
Delinquency Change (YoY): 0.19% points
(Tier: 0.07% points, National: 0.07% points)
worse than tier avg
161 of 380 Mid-Market CUs have this signature | 646 nationally
↓ Shrinking -30 CUs YoY | New qualifier

Indirect Auto Dependency

risk
#152 of 202 • Bottom 24.5% in tier

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

Why This Signature
Asset Growth (YoY): -0.47%
(Tier: 5.36%, National: 3.04%)
worse than tier avg
Indirect Auto %: 29.72%
(Tier: 18.80%, National: 7.90%)
worse than tier avg
Member Growth (YoY): 0.43%
(Tier: 3.18%, National: 9.37%)
worse than tier avg
202 of 380 Mid-Market CUs have this signature | 768 nationally
↓ Shrinking -7 CUs YoY | Rank worsening

Liquidity Strain

risk
#171 of 183 • Bottom 32.4% in tier

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

Why This Signature
Loan-to-Share Ratio: 90.89%
(Tier: 86.35%, National: 67.96%)
but better than tier avg
Loan Growth (YoY): 2.28%
(Tier: 6.14%, National: 36.38%)
worse than tier avg
183 of 380 Mid-Market CUs have this signature | 484 nationally
↑ Growing +10 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 304 peers in tier

Top Strengths (0 metrics)

No strength rankings available

Top Weaknesses (5 metrics)

284
Efficiency Ratio
profitability
Value: 86.13%
Peer Avg: 73.97%
#284 of 304 Bottom 6.9% in 1B-3B tier
274
Return on Assets (ROA)
profitability
Value: 0.23%
Peer Avg: 0.70%
#274 of 304 Bottom 10.2% in 1B-3B tier
256
Asset Growth Rate
growth
Value: -0.47%
Peer Avg: 4.83%
#256 of 304 Bottom 16.1% in 1B-3B tier
242
Deposit Growth Rate
growth
Value: 1.05%
Peer Avg: 5.58%
#242 of 304 Bottom 20.7% in 1B-3B tier
230
Indirect Auto Concentration (%)
balance_sheet
Value: 29.72%
Peer Avg: 18.32%
#230 of 304 Bottom 24.7% in 1B-3B tier