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ALIGN

Charter #66365 · MA

Community 500M-750M
167 CUs in 500M-750M nationally 7 in MA
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ALIGN has 1 strength but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 39.1% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 1.0% in tier
  • - Credit Quality Pressure: Bottom 1.8% in tier
  • - Credit Risk Growth: Bottom 38.6% in tier
  • - Stagnation Risk: Bottom 81.3% in tier
  • - Membership Headwinds: Bottom 81.3% in tier
  • - ROA 1.23% below tier average
  • - Efficiency ratio 33.04% above tier (higher cost structure)
  • - Delinquency rate 0.93% above tier average

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (MA) National Avg Tier Percentile
Members 26,989
-3.1% YoY-0.1% QoQ
-11.1K 38,079
-4.8% YoY
33,485
+24.8% YoY
33,913
+5.7% YoY
Bottom 12.0% in tier
Assets $642.1M
-2.4% YoY-0.8% QoQ
+$22.4M $619.7M
-0.2% YoY
$590.7M
+35.2% YoY
$578.3M
+9.0% YoY
59%
Loans $407.4M
+5.4% YoY+1.5% QoQ
$-11.9M $419.3M
-1.4% YoY
$447.1M
+33.6% YoY
$402.4M
+8.7% YoY
42%
Deposits $564.8M
-1.2% YoY+1.1% QoQ
+$25.3M $539.5M
-0.1% YoY
$496.3M
+36.0% YoY
$494.3M
+9.1% YoY
64%

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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%
-59.4% YoY-32.2% QoQ
-1.2% 0.7%
+36.0% YoY
0.7%
+27.7% YoY
0.4%
-39.2% YoY
Bottom 1.8% in tier
NIM 2.7%
+32.3% YoY+15.8% QoQ
-0.8% 3.5%
+4.5% YoY
3.3%
+3.6% YoY
3.8%
+4.1% YoY
Bottom 6.6% in tier
Efficiency Ratio 111.4%
-24.9% YoY-6.4% QoQ
+33.0% 78.4%
-3.7% YoY
80.2%
-4.6% YoY
84.6%
+2.8% YoY
Bottom 1.2% in tier
Delinquency Rate 1.6%
+182.9% YoY-13.2% QoQ
+0.9 0.7%
-0.9% YoY
0.7%
-9.8% YoY
1.2%
+3.4% YoY
Bottom 3.6% in tier
Loan To Share 72.1%
+6.6% YoY+0.4% QoQ
-5.5% 77.7%
-1.2% YoY
71.5%
-1.7% YoY
65.6%
-1.4% YoY
29%
AMR $36,022
+4.7% YoY+1.4% QoQ
+$9K $26,927
+3.1% YoY
$25,479
+3.4% YoY
$19,920
+1.6% YoY
Top 10.8% in tier
CD Concentration 27.4%
+0.5% YoY-1.1% QoQ
+3.2% 24.3% 25.2% 19.8% 63%
Indirect Auto % 0.5% -13.3% 13.8% 2.3% 7.7% 34%

Signature Analysis

Strengths (1)

Relationship Depth Leader

growth
#143 of 257 • Top 39.1% 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): 4.73%
(Tier: 3.74%, National: 6.36%)
better than tier avg
Share Draft per Member: $4.1K
(Tier: $3.0K, National: $2.1K)
better than tier avg
257 of 284 Community CUs have this signature | 342 nationally
↑ Growing +27 CUs YoY | Rank worsening

Concerns (5)

Credit Quality Pressure

risk
#24 of 727 • Bottom 1.8% in tier

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

Why This Signature
Delinquency Change (YoY): 1.06% points
(Tier: 0.03% points, National: 0.12% points)
worse than tier avg
1013 nationally
↓ Shrinking -60 CUs YoY | New qualifier

Credit Risk Growth

risk
#79 of 476 • Bottom 38.6% in tier

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

Why This Signature
Loan Growth (YoY): 5.35%
(Tier: 4.14%, National: 1.74%)
but better than tier avg
Delinquency Change (YoY): 1.06% points
(Tier: 0.03% points, National: 0.12% points)
worse than tier avg
710 nationally
→ No prior data (476 CUs now) | New qualifier

Efficiency Drag

risk
#224 of 596 • Bottom 1.0% in tier

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

Why This Signature
Efficiency Ratio: 111.42%
(Tier: 77.94%, National: 84.64%)
worse than tier avg
ROA Change (YoY): 0.79% points
(Tier: 0.05% points, National: -0.45% points)
but better than tier avg
Member Growth (YoY): -3.12%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
702 nationally
↓ Shrinking -84 CUs YoY | Rank worsening

Stagnation Risk

risk
#238 of 570 • Bottom 81.3% 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): -3.12%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): 5.35%
(Tier: 4.14%, National: 1.74%)
but better than tier avg
Delinquency Rate: 1.64%
(Tier: 0.76%, National: 1.19%)
worse than tier avg
676 nationally
→ No prior data (570 CUs now) | New qualifier

Membership Headwinds

decline
#250 of 570 • Bottom 81.3% in tier

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

Why This Signature
Member Growth (YoY): -3.12%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
676 nationally
→ No prior data (570 CUs now) | 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 167 peers in tier

Top Strengths (3 metrics)

18
Average Member Relationship (AMR)
engagement
Value: $36,022
Peer Median: $25,600
#18 of 167 Top 10.2% in 500M-750M tier
28
Loan-to-Member Ratio (LMR)
engagement
Value: $15,094
Peer Median: $11,231
#28 of 167 Top 16.2% in 500M-750M tier
39
Indirect Auto Concentration (%)
balance_sheet
Value: 0.45%
Peer Median: 10.91%
#39 of 167 Top 22.8% in 500M-750M tier

Top Weaknesses (11 metrics)

166
Efficiency Ratio
profitability
Value: 111.42%
Peer Median: 78.61%
#166 of 167 Bottom 1.2% in 500M-750M tier
164
Return on Assets (ROA)
profitability
Value: -0.54%
Peer Median: 0.61%
#164 of 167 Bottom 2.4% in 500M-750M tier
162
Total Delinquency Rate (60+ days)
risk
Value: 1.64%
Peer Median: 0.62%
#162 of 167 Bottom 3.6% in 500M-750M tier
157
Asset Growth Rate
growth
Value: -2.39%
Peer Median: 4.66%
#157 of 167 Bottom 6.6% in 500M-750M tier
156
Net Interest Margin (NIM)
profitability
Value: 2.67%
Peer Median: 3.48%
#156 of 167 Bottom 7.2% in 500M-750M tier
152
Members Per Employee (MPE)
engagement
Value: 236.746
Peer Median: 318.730
#152 of 167 Bottom 9.6% in 500M-750M tier
147
Deposit Growth Rate
growth
Value: -1.17%
Peer Median: 4.02%
#147 of 167 Bottom 12.6% in 500M-750M tier
147
First Mortgage Concentration (%)
balance_sheet
Value: 51.91%
Peer Median: 32.87%
#147 of 167 Bottom 12.6% in 500M-750M tier
147
Total Members
engagement
Value: 26,989
Peer Median: 36,874
#147 of 167 Bottom 12.6% in 500M-750M tier
142
Member Growth Rate
growth
Value: -3.12%
Peer Median: 1.03%
#142 of 167 Bottom 15.6% in 500M-750M tier
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