AIM

Charter #64886 | IA

100M-500M (1077 CUs) Micro
17 100M-500M in IA

AIM has 4 strengths but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Emerging Performer: Top 16.5% in tier
  • + Wallet Share Momentum: Top 34.6% in tier
  • + Relationship Depth Leader: Top 35.6% in tier
  • + Members Per Employee (MPE): Top 3.0% in tier

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 9.3% in tier
  • - Growth-at-Risk: Bottom 12.2% in tier
  • - Deposit Outflow: Bottom 16.8% in tier
  • - Liquidity Overhang: Bottom 24.6% in tier
  • - ROA 0.02% below tier average
  • - Delinquency rate 0.21% above tier average
  • - Fee Income Per Member: Bottom 8.8% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (IA) National Avg Tier Percentile
Members 14,296
+0.5% YoY+0.0% QoQ
-1.3K 15,628
-3.4% YoY
24,664
+0.3% YoY
33,089
+6.1% YoY
54th in tier
Assets $186.3M
+0.2% YoY-1.7% QoQ
$-45.0M $231.3M
-0.0% YoY
$515.3M
+7.1% YoY
$547.7M
+7.8% YoY
46th in tier
Loans $128.3M
+4.8% YoY+2.3% QoQ
$-19.5M $147.8M
-1.4% YoY
$418.6M
+8.3% YoY
$388.7M
+8.6% YoY
52nd in tier
Deposits $160.2M
-0.8% YoY-2.4% QoQ
$-40.0M $200.3M
-0.0% YoY
$421.4M
+6.5% YoY
$464.6M
+9.3% YoY
46th in tier
ROA 0.8%
+4.2% YoY+46.3% QoQ
-0.0% 0.8%
+15.5% YoY
1.0%
+0.3% YoY
0.7%
+273.4% YoY
50th in tier
NIM 3.5%
+9.2% YoY+3.4% QoQ
-0.1% 3.6%
+6.9% YoY
3.8%
+3.9% YoY
3.7%
+5.0% YoY
44th in tier
Efficiency Ratio 73.5%
+3.0% YoY-2.9% QoQ
-3.8% 77.3%
-3.0% YoY
72.0%
+0.4% YoY
79.1%
-3.3% YoY
36th in tier
Delinquency Rate 1.1%
+46.1% YoY+92.4% QoQ
+0.2 0.9%
+7.6% YoY
1.2%
-5.8% YoY
1.2%
-0.9% YoY
73rd in tier
Loan To Share 80.0%
+5.6% YoY+4.8% QoQ
+7.3% 72.7%
-1.5% YoY
77.1%
-1.2% YoY
68.0%
-1.7% YoY
63rd in tier
AMR $20,181
+1.1% YoY-0.4% QoQ
$-4K $24,363
+2.9% YoY
$20,702
+4.3% YoY
$19,418
+1.3% YoY
36th in tier
CD Concentration 22.1%
-15.7% YoY-4.3% QoQ
-2.3% 24.4%
+4.2% YoY
22.0%
+1.0% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 0.3%
-50.5% YoY-23.1% QoQ
-13.7% 14.0%
-5.8% YoY
9.3%
-2.2% YoY
7.9%
-2.9% YoY
50th in tier

Signature Analysis

Strengths (3)

Emerging Performer

growth
#310 of 627 • Top 16.5% in tier

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

Why This Signature
Return on Assets: 0.77%
(Tier: 0.77%, National: 0.71%)
better than tier avg
Member Growth (YoY): 0.50%
(Tier: 0.88%, National: 9.37%)
but worse than tier avg
627 of 1077 Community CUs have this signature | 852 nationally
↑ Growing +13 CUs YoY | Rank improving

Wallet Share Momentum

growth
#954 of 1006 • Top 34.6% in tier

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

Why This Signature
AMR Growth (YoY): 1.11%
(Tier: 3.68%, National: 4.19%)
but worse than tier avg
1006 of 1077 Community CUs have this signature | 1330 nationally
↑ Growing +249 CUs YoY | New qualifier

Relationship Depth Leader

growth
#983 of 1006 • Top 35.6% in tier

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

Why This Signature
AMR Growth (YoY): 1.11%
(Tier: 3.68%, National: 4.19%)
but worse than tier avg
Share Draft per Member: $1.9K
(Tier: $2.8K, National: $2.0K)
but worse than tier avg
1006 of 1077 Community CUs have this signature | 1330 nationally
↑ Growing +249 CUs YoY | New qualifier

Concerns (4)

Credit Quality Pressure

risk
#232 of 736 • Bottom 9.3% in tier

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

Why This Signature
Delinquency Change (YoY): 0.34% points
(Tier: 0.04% points, National: 0.07% points)
worse than tier avg
736 of 1077 Community CUs have this signature | 1002 nationally
↓ Shrinking -199 CUs YoY | Rank improving

Growth-at-Risk

risk
#183 of 446 • Bottom 12.2% in tier

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

Why This Signature
Loan Growth (YoY): 4.77%
(Tier: 3.64%, National: 36.38%)
but better than tier avg
Delinquency Change (YoY): 0.34% points
(Tier: 0.04% points, National: 0.07% points)
worse than tier avg
446 of 1077 Community CUs have this signature | 646 nationally
↓ Shrinking -77 CUs YoY | New qualifier

Deposit Outflow

decline
#100 of 114 • Bottom 16.8% in tier

Members staying but deposits leaving. They're losing to higher-yield competitors - rate pressure is real.

Why This Signature
Deposit Growth (YoY): -0.78%
(Tier: 4.79%, National: 12.00%)
worse than tier avg
Total Assets: $186.28M
(Tier: $231.30M, National: $547.69M)
worse than tier avg
114 of 1077 Community CUs have this signature | 143 nationally
↓ Shrinking -169 CUs YoY | New qualifier

Liquidity Overhang

risk
#382 of 552 • Bottom 24.6% in tier

Very high net worth ratio (>12%). Strong capital position may indicate opportunity to deploy capital more productively.

Why This Signature
Net Worth Ratio: 13.42%
(Tier: 11.95%, National: 14.51%)
but better than tier avg
Loan-to-Share Ratio: 80.05%
(Tier: 74.56%, National: 67.96%)
but better than tier avg
552 of 1077 Community CUs have this signature | 691 nationally
↑ Growing +65 CUs YoY | Rank worsening

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 1077 peers in tier

Top Strengths (1 metrics)

33
Members Per Employee (MPE)
engagement
Value: 571.840
Peer Avg: 332.881
#33 of 1077 Top 3.0% in 100M-500M tier

Top Weaknesses (4 metrics)

983
Fee Income Per Member
profitability
Value: $84.18
Peer Avg: $174.31
#983 of 1077 Bottom 8.8% in 100M-500M tier
936
First Mortgage Concentration (%)
balance_sheet
Value: 50.47%
Peer Avg: 30.43%
#936 of 1077 Bottom 13.2% in 100M-500M tier
931
Deposit Growth Rate
growth
Value: -0.78%
Peer Avg: 4.69%
#931 of 1077 Bottom 13.6% in 100M-500M tier
870
Asset Growth Rate
growth
Value: 0.16%
Peer Avg: 4.70%
#870 of 1077 Bottom 19.3% in 100M-500M tier