FORRIT

Charter #64103 | OR

<100M (2596 CUs) Micro
17 <100M in OR

FORRIT has 7 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 0.64% above tier average
  • + Total Loans: Top 0.9% in tier
  • + Loan-to-Member Ratio (LMR): Top 2.5% in tier
  • + Total Deposits: Top 3.1% in tier
  • + Average Member Relationship (AMR): Top 3.4% in tier
  • + Total Assets: Top 4.3% in tier
  • + Fee Income Per Member: Top 9.1% in tier

Key Concerns

Areas that may need attention

  • - ROA 2.61% below tier average
  • - Efficiency ratio 20.91% above tier (higher cost structure)
  • - Member decline: -4.6% YoY
  • - Asset Growth Rate: Bottom 5.6% in tier
  • - Deposit Growth Rate: Bottom 8.0% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (OR) National Avg Tier Percentile
Members 4,594
-4.6% YoY-1.3% QoQ
+2.0K 2,625
-2.2% YoY
48,799
+9.4% YoY
33,089
+6.1% YoY
Top 17.0% in tier
Assets $88.4M
-9.8% YoY-3.7% QoQ
+$58.6M $29.9M
+1.1% YoY
$801.2M
+7.5% YoY
$547.7M
+7.8% YoY
Top 4.3% in tier
Loans $65.5M
+6.5% YoY-0.6% QoQ
+$49.7M $15.8M
-2.4% YoY
$546.0M
+10.9% YoY
$388.7M
+8.6% YoY
Top 1.0% in tier
Deposits $78.7M
-9.4% YoY-3.6% QoQ
+$53.3M $25.5M
+0.4% YoY
$683.7M
+7.5% YoY
$464.6M
+9.3% YoY
Top 3.1% in tier
ROA -1.9%
+988.2% YoY+5.4% QoQ
-2.6% 0.7%
-731.4% YoY
0.7%
+15.2% YoY
0.7%
+273.4% YoY
Bottom 3.2% in tier
NIM 4.6%
+19.0% YoY+5.3% QoQ
+0.6% 3.9%
+3.8% YoY
3.9%
+7.2% YoY
3.7%
+5.0% YoY
Top 24.7% in tier
Efficiency Ratio 102.3%
+5.1% YoY-1.5% QoQ
+20.9% 81.4%
-2.4% YoY
76.2%
-3.6% YoY
79.1%
-3.3% YoY
Top 9.6% in tier
Delinquency Rate 1.4%
+58.4% YoY+35.2% QoQ
-0.1 1.5%
-2.0% YoY
0.9%
-6.6% YoY
1.2%
-0.9% YoY
70th in tier
Loan To Share 83.1%
+17.6% YoY+3.1% QoQ
+21.9% 61.2%
-3.0% YoY
76.2%
+0.8% YoY
68.0%
-1.7% YoY
Top 18.7% in tier
AMR $31,393
+1.8% YoY-1.0% QoQ
+$17K $14,627
-2.7% YoY
$25,038
+0.5% YoY
$19,418
+1.3% YoY
Top 3.4% in tier
CD Concentration 8.5%
-54.6% YoY-8.0% QoQ
-15.9% 24.4%
+4.2% YoY
16.6%
+1.3% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 1.0%
-56.5% YoY-15.2% QoQ
-12.9% 14.0%
-5.8% YoY
13.9%
-0.5% YoY
7.9%
-2.9% YoY
50th in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (0)

No concerns identified

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 2596 peers in tier

Top Strengths (10 metrics)

25
Total Loans
balance_sheet
Value: $65.47M
Peer Avg: $15.77M
#25 of 2596 Top 0.9% in <100M tier
66
Loan-to-Member Ratio (LMR)
engagement
Value: $14,252
Peer Avg: $5,488
#66 of 2596 Top 2.5% in <100M tier
81
Total Deposits
balance_sheet
Value: $78.75M
Peer Avg: $25.45M
#81 of 2596 Top 3.1% in <100M tier
89
Average Member Relationship (AMR)
engagement
Value: $31,393
Peer Avg: $14,627
#89 of 2596 Top 3.4% in <100M tier
112
Total Assets
balance_sheet
Value: $88.42M
Peer Avg: $29.86M
#112 of 2596 Top 4.3% in <100M tier
236
Fee Income Per Member
profitability
Value: $175.73
Peer Avg: $182.96
#236 of 2596 Top 9.1% in <100M tier
442
Total Members
engagement
Value: 4,594
Peer Avg: 2,626
#442 of 2596 Top 17.0% in <100M tier
443
Loan Growth Rate
growth
Value: 6.51%
Peer Avg: 59.01%
#443 of 2596 Top 17.0% in <100M tier
481
Loan-to-Share Ratio
balance_sheet
Value: 83.15%
Peer Avg: 61.23%
#481 of 2596 Top 18.5% in <100M tier
640
Net Interest Margin (NIM)
profitability
Value: 4.57%
Peer Avg: 3.93%
#640 of 2596 Top 24.6% in <100M tier

Top Weaknesses (10 metrics)

2512
Return on Assets (ROA)
profitability
Value: -1.93%
Peer Avg: 0.68%
#2512 of 2596 Bottom 3.3% in <100M tier
2451
Asset Growth Rate
growth
Value: -9.77%
Peer Avg: 1.82%
#2451 of 2596 Bottom 5.6% in <100M tier
2390
Deposit Growth Rate
growth
Value: -9.41%
Peer Avg: 16.80%
#2390 of 2596 Bottom 8.0% in <100M tier
2347
Efficiency Ratio
profitability
Value: 102.30%
Peer Avg: 81.39%
#2347 of 2596 Bottom 9.6% in <100M tier
2235
Net Charge-Off Rate
risk
Value: 1.01%
Peer Avg: 0.57%
#2235 of 2596 Bottom 13.9% in <100M tier
2230
Indirect Auto Concentration (%)
balance_sheet
Value: 1.04%
Peer Avg: 2.84%
#2230 of 2596 Bottom 14.1% in <100M tier
2195
Members Per Employee (MPE)
engagement
Value: 199.739
Peer Avg: 365.701
#2195 of 2596 Bottom 15.5% in <100M tier
2115
First Mortgage Concentration (%)
balance_sheet
Value: 32.12%
Peer Avg: 14.49%
#2115 of 2596 Bottom 18.6% in <100M tier
2098
Net Worth Ratio
risk
Value: 10.30%
Peer Avg: 16.43%
#2098 of 2596 Bottom 19.2% in <100M tier
2082
Member Growth Rate
growth
Value: -4.55%
Peer Avg: 14.92%
#2082 of 2596 Bottom 19.8% in <100M tier