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TRUMARK FINANCIAL

Charter #66158 · PA

Mid-Market 3B-5B
77 CUs in 3B-5B nationally 1 in PA
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TRUMARK FINANCIAL has 1 strength but faces 4 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 38.4% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 17.1% in tier
  • - Indirect Auto Dependency: Bottom 54.0% in tier
  • - ROA 0.43% below tier average
  • - Efficiency ratio 6.77% above tier (higher cost structure)

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 77 credit unions with $3B-$5B in assets nationally, and 1 of 1 that size in Pennsylvania.
  • Shares and deposits +2.0% year over year ($2.93B in shares and deposits).
  • Membership: 148,922 members, +1.5% vs a year ago.
  • Delinquency rate 0.54%.
  • Return on assets 0.50%.
  • Efficiency ratio 76.22% vs a 69.45% peer average.
  • Loan-to-share ratio 99.62% vs a 90.24% 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 (PA) National Avg Tier Percentile
Members 148,922
+1.5% YoY+0.6% QoQ
-67.6K 216,545
-9.5% YoY
18,280
+5.8% YoY
34,678
+6.6% YoY
Bottom 13.0% in tier
Assets $3.6B
+4.9% YoY+1.8% QoQ
$-269.7M $3.9B
-1.6% YoY
$308.6M
+9.9% YoY
$593.1M
+10.2% YoY
40%
Loans $2.9B
+10.0% YoY+3.6% QoQ
$-16.9M $2.9B
-1.2% YoY
$207.1M
+9.1% YoY
$418.6M
+10.1% YoY
49%
Deposits $2.9B
+2.0% YoY-2.2% QoQ
$-331.9M $3.3B
-2.6% YoY
$264.2M
+9.3% YoY
$504.8M
+10.3% YoY
31%

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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 0.5%
-1.9% YoY+83.6% QoQ
-0.4% 0.9%
+25.3% YoY
1.0%
+23.3% YoY
1.2%
+121.4% YoY
18%
NIM 2.9%
+7.2% YoY+0.6% QoQ
-0.3% 3.2%
+3.8% YoY
3.5%
+2.1% YoY
3.8%
+2.3% YoY
21%
Efficiency Ratio 76.2%
+2.2% YoY-6.5% QoQ
+6.8% 69.5%
-2.3% YoY
76.6%
-2.6% YoY
83.0%
-5.3% YoY
79%
Delinquency Rate 0.5%
-4.6% YoY+6.9% QoQ
-0.3 0.8%
+5.5% YoY
1.2%
-8.4% YoY
1.3%
+2.6% YoY
38%
Loan To Share 99.6%
+7.8% YoY+5.9% QoQ
+9.4% 90.2%
+0.9% YoY
53.4%
-2.0% YoY
66.4%
-1.4% YoY
73%
AMR $39,213
+4.3% YoY+0.1% QoQ
+$8K $31,018
+6.9% YoY
$16,967
+3.7% YoY
$20,028
-0.9% YoY
84%
CD Concentration 32.9%
-2.6% YoY-3.8% QoQ
+3.8% 29.1% 15.6% 20.0% 67%
Indirect Auto % 16.6%
-4.8% YoY-0.1% QoQ
-1.4% 18.1% 8.4% 7.7% 52%

Signature Analysis

Strengths (1)

Relationship Depth Leader

growth
#43 of 69 • Top 38.4% in tier

Top-tier average member relationship within peer group, with stable or growing engagement. Strong wallet share positioning.

Why This Signature
AMR Growth (YoY): 4.29%
(Tier: 3.62%, National: 35.20%)
better than tier avg
Share Draft per Member: $3.2K
(Tier: $3.2K, National: $2.1K)
but worse than tier avg
69 of 377 Mid-Market CUs have this signature | 354 nationally
↑ Growing +9 CUs YoY | Rank worsening

Concerns (2)

Liquidity Strain

risk
#47 of 168 • Bottom 17.1% in tier

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

Why This Signature
Loan-to-Share Ratio: 99.62%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 10.00%
(Tier: 6.76%, National: 78.26%)
but better than tier avg
168 of 377 Mid-Market CUs have this signature | 432 nationally
→ Stable (173→168 CUs) -5 CUs YoY | Rank improving

Indirect Auto Dependency

risk
#171 of 193 • Bottom 54.0% in tier

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

Why This Signature
Asset Growth (YoY): 4.93%
(Tier: 6.52%, National: 3.30%)
worse than tier avg
Indirect Auto %: 16.64%
(Tier: 18.08%, National: 7.71%)
but better than tier avg
Member Growth (YoY): 1.51%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
193 of 377 Mid-Market CUs have this signature | 714 nationally
↓ Shrinking -10 CUs YoY | Rank improving

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 77 peers in tier

Top Strengths (2 metrics)

12
Average Member Relationship (AMR)
engagement
Value: $39,213
Peer Median: $28,880
#12 of 77 Top 14.3% in 3B-5B tier
12
Loan-to-Member Ratio (LMR)
engagement
Value: $19,569
Peer Median: $13,282
#12 of 77 Top 14.3% in 3B-5B tier

Top Weaknesses (5 metrics)

67
Total Members
engagement
Value: 148,922
Peer Median: 211,695
#67 of 77 Bottom 14.3% in 3B-5B tier
63
Return on Assets (ROA)
profitability
Value: 0.50%
Peer Median: 0.94%
#63 of 77 Bottom 19.5% in 3B-5B tier
62
Efficiency Ratio
profitability
Value: 76.22%
Peer Median: 68.32%
#62 of 77 Bottom 20.8% in 3B-5B tier
61
Net Interest Margin (NIM)
profitability
Value: 2.89%
Peer Median: 3.28%
#61 of 77 Bottom 22.1% in 3B-5B tier
60
Deposit Growth Rate
growth
Value: 2.03%
Peer Median: 5.62%
#60 of 77 Bottom 23.4% in 3B-5B tier
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