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TRAILHEAD

Charter #644 · OR

100M-500M
1024 CUs in 100M-500M nationally 16 in OR

TRAILHEAD has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.44% above tier average
  • + Net Interest Margin 0.31% above tier average

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 50.0% in tier
  • - Stagnation Risk: Bottom 50.0% in tier
  • - Efficiency Drag: Bottom 50.0% in tier
  • - Membership Headwinds: Bottom 50.0% in tier
  • - Institutional Decline: Bottom 50.0% in tier
  • - Efficiency ratio 23.47% above tier (higher cost structure)
  • - Delinquency rate 3.26% above tier average
  • - Member decline: -2.8% YoY

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 1,024 credit unions with $100M-$500M in assets nationally, and 1 of 16 that size in Oregon.
  • Shares and deposits -2.5% year over year ($141M in shares and deposits).
  • Membership: 8,477 members, -2.8% vs a year ago.
  • Delinquency rate 4.14%.
  • Return on assets 1.30%.
  • Efficiency ratio 100.20% vs a 76.73% peer average.
  • Loan-to-share ratio 74.02% vs a 71.54% 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 8,477
-2.8% YoY-0.8% QoQ
-6.7K 15,168
-2.6% YoY
51,821
+9.3% YoY
34,678
+6.6% YoY
22%
Assets $156.0M
-1.2% YoY+0.3% QoQ
$-76.1M $232.0M
+0.7% YoY
$850.7M
+8.9% YoY
$593.1M
+10.2% YoY
33%
Loans $104.3M
-2.9% YoY+0.0% QoQ
$-42.0M $146.3M
+0.2% YoY
$590.7M
+10.5% YoY
$418.6M
+10.1% YoY
38%
Deposits $140.8M
-2.5% YoY-0.2% QoQ
$-59.9M $200.7M
+0.2% YoY
$725.1M
+8.5% YoY
$504.8M
+10.3% YoY
36%

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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 1.3%
-571.8% YoY-210.5% QoQ
+0.4% 0.9%
+12.5% YoY
0.8%
+19.1% YoY
1.2%
+121.4% YoY
81%
NIM 4.0%
+21.9% YoY+1.2% QoQ
+0.3% 3.7%
+4.5% YoY
4.0%
+5.3% YoY
3.8%
+2.3% YoY
70%
Efficiency Ratio 100.2%
+2.2% YoY+2.7% QoQ
+23.5% 76.7%
-0.8% YoY
78.0%
+0.7% YoY
83.0%
-5.3% YoY
Bottom 1.8% in tier
Delinquency Rate 4.1%
+151.2% YoY+7.1% QoQ
+3.3 0.9%
+6.6% YoY
1.1%
+29.8% YoY
1.3%
+2.6% YoY
Bottom 1.1% in tier
Loan To Share 74.0%
-0.4% YoY+0.3% QoQ
+2.5% 71.5%
-0.3% YoY
76.6%
+0.5% YoY
66.4%
-1.4% YoY
51%
AMR $28,912
+0.1% YoY+0.7% QoQ
+$4K $25,107
+3.2% YoY
$25,405
+1.6% YoY
$20,028
-0.9% YoY
77%
CD Concentration 13.6%
-22.4% YoY+3.2% QoQ
-10.9% 24.6% 16.7% 20.0% 50%
Indirect Auto % 1.8%
-42.0% YoY-15.8% QoQ
-11.8% 13.6% 13.6% 7.7% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (5)

Credit Quality Pressure

risk
#4 of 693 • 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): 2.49% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
693 of 1024 Mid-Small & Community CUs have this signature | 962 nationally
↓ Shrinking -83 CUs YoY | Rank improving

Stagnation Risk

risk
#85 of 549 • Bottom 50.0% 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): -2.79%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -2.91%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 4.14%
(Tier: 0.87%, National: 1.26%)
worse than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | New qualifier

Efficiency Drag

risk
#225 of 531 • 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: 100.20%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): 1.57% points
(Tier: 0.10% points, National: 0.47% points)
but better than tier avg
Member Growth (YoY): -2.79%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
531 of 1024 Mid-Small & Community CUs have this signature | 608 nationally
↓ Shrinking -37 CUs YoY | Rank worsening

Membership Headwinds

decline
#254 of 549 • Bottom 50.0% in tier

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

Why This Signature
Member Growth (YoY): -2.79%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | New qualifier

Institutional Decline

decline
#155 of 230 • Bottom 50.0% in tier

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

Why This Signature
Total Assets: $155.96M
(Tier: $336.17M, National: $593.11M)
worse than tier avg
Member Growth (YoY): -2.79%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -2.91%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
230 of 1024 Mid-Small & Community CUs have this signature | 261 nationally
↓ Shrinking -49 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 1024 peers in tier

Top Strengths (4 metrics)

181
Share Certificate Concentration (%)
balance_sheet
Value: 13.61%
Peer Median: 23.39%
#181 of 1024 Top 17.6% in 100M-500M tier
198
Return on Assets (ROA)
profitability
Value: 1.30%
Peer Median: 0.75%
#198 of 1024 Top 19.2% in 100M-500M tier
237
Average Member Relationship (AMR)
engagement
Value: $28,912
Peer Median: $23,006
#237 of 1024 Top 23.0% in 100M-500M tier
241
Loan-to-Member Ratio (LMR)
engagement
Value: $12,298
Peer Median: $9,434
#241 of 1024 Top 23.4% in 100M-500M tier

Top Weaknesses (10 metrics)

1014
Total Delinquency Rate (60+ days)
risk
Value: 4.14%
Peer Median: 0.71%
#1014 of 1024 Bottom 1.1% in 100M-500M tier
1007
Efficiency Ratio
profitability
Value: 100.20%
Peer Median: 77.26%
#1007 of 1024 Bottom 1.8% in 100M-500M tier
938
Deposit Growth Rate
growth
Value: -2.50%
Peer Median: 3.58%
#938 of 1024 Bottom 8.5% in 100M-500M tier
926
Net Worth Ratio
risk
Value: 8.80%
Peer Median: 11.71%
#926 of 1024 Bottom 9.7% in 100M-500M tier
911
Asset Growth Rate
growth
Value: -1.17%
Peer Median: 4.12%
#911 of 1024 Bottom 11.1% in 100M-500M tier
853
Members Per Employee (MPE)
engagement
Value: 242.200
Peer Median: 310.924
#853 of 1024 Bottom 16.8% in 100M-500M tier
846
Loan Growth Rate
growth
Value: -2.91%
Peer Median: 3.02%
#846 of 1024 Bottom 17.5% in 100M-500M tier
817
Member Growth Rate
growth
Value: -2.79%
Peer Median: -0.03%
#817 of 1024 Bottom 20.3% in 100M-500M tier
805
AMR Growth Rate
growth
Value: 0.12%
Peer Median: 3.53%
#805 of 1024 Bottom 21.5% in 100M-500M tier
802
Total Members
engagement
Value: 8,477
Peer Median: 13,128
#802 of 1024 Bottom 21.8% in 100M-500M tier
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