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HARBORSTONE

Charter #66399 · WA

Mid-Market 3B-5B
77 CUs in 3B-5B nationally 5 in WA
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HARBORSTONE has 8 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 8.9% in tier
  • + Wallet Share Momentum: Top 8.9% in tier
  • + Net Interest Margin 0.41% above tier average
  • + Strong member growth: 28.6% YoY
  • + Asset Growth Rate: Top 1.3% in tier
  • + Loan Growth Rate: Top 1.3% in tier
  • + Deposit Growth Rate: Top 1.3% in tier
  • + Member Growth Rate: Top 2.6% in tier

Key Concerns

Areas that may need attention

  • - Credit Risk Growth: Bottom 0.8% in tier
  • - Indirect Auto Dependency: Bottom 1.1% in tier
  • - Efficiency Drag: Bottom 12.8% in tier
  • - Credit Quality Pressure: Bottom 18.8% in tier
  • - Liquidity Strain: Bottom 32.3% in tier
  • - ROA 0.88% below tier average
  • - Efficiency ratio 12.99% above tier (higher cost structure)
  • - Delinquency rate 0.24% above tier average

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 5 that size in Washington.
  • Shares and deposits +38.2% year over year ($2.60B in shares and deposits).
  • Membership: 121,878 members, +28.6% vs a year ago.
  • Delinquency rate 1.08%.
  • Return on assets 0.05%.
  • Efficiency ratio 82.45% vs a 69.45% peer average.
  • Loan-to-share ratio 93.51% 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 (WA) National Avg Tier Percentile
Members 121,878
+28.6% YoY+1.3% QoQ
-94.7K 216,545
-9.5% YoY
69,472
+6.3% YoY
34,678
+6.6% YoY
Bottom 5.2% in tier
Assets $3.1B
+42.1% YoY+2.8% QoQ
$-767.9M $3.9B
-1.6% YoY
$1.3B
+8.7% YoY
$593.1M
+10.2% YoY
Bottom 9.1% in tier
Loans $2.4B
+48.4% YoY+4.1% QoQ
$-502.4M $2.9B
-1.2% YoY
$968.5M
+8.7% YoY
$418.6M
+10.1% YoY
18%
Deposits $2.6B
+38.2% YoY-0.6% QoQ
$-659.8M $3.3B
-2.6% YoY
$1.1B
+8.8% YoY
$504.8M
+10.3% YoY
Bottom 9.1% in tier

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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 0.1%
-97.1% YoY-13.8% QoQ
-0.9% 0.9%
+25.3% YoY
0.7%
+22.8% YoY
1.2%
+121.4% YoY
Bottom 0.1% in tier
NIM 3.6%
+14.8% YoY-0.6% QoQ
+0.4% 3.2%
+3.8% YoY
3.8%
+3.6% YoY
3.8%
+2.3% YoY
74%
Efficiency Ratio 82.4%
+46.0% YoY+0.1% QoQ
+13.0% 69.5%
-2.3% YoY
77.5%
+0.3% YoY
83.0%
-5.3% YoY
Bottom 9.1% in tier
Delinquency Rate 1.1%
+27.6% YoY+34.8% QoQ
+0.2 0.8%
+5.5% YoY
0.9%
-3.0% YoY
1.3%
+2.6% YoY
75%
Loan To Share 93.5%
+7.4% YoY+4.8% QoQ
+3.3% 90.2%
+0.9% YoY
76.2%
-1.2% YoY
66.4%
-1.4% YoY
51%
AMR $41,240
+11.2% YoY+0.3% QoQ
+$10K $31,018
+6.9% YoY
$29,351
+3.2% YoY
$20,028
-0.9% YoY
Top 10.4% in tier
CD Concentration 27.9%
-2.4% YoY-2.7% QoQ
-1.2% 29.1% 22.7% 20.0% 45%
Indirect Auto % 28.3%
-20.3% YoY+0.2% QoQ
+10.2% 18.1% 16.0% 7.7% 74%

Signature Analysis

Strengths (2)

Relationship Depth Leader

growth
#14 of 69 • Top 8.9% 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): 11.18%
(Tier: 3.62%, National: 35.20%)
better than tier avg
Share Draft per Member: $5.8K
(Tier: $3.2K, National: $2.1K)
better than tier avg
69 of 377 Mid-Market CUs have this signature | 354 nationally
↑ Growing +9 CUs YoY | New qualifier

Wallet Share Momentum

growth
#33 of 125 • Top 8.9% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 11.18%
(Tier: 3.62%, National: 35.20%)
better than tier avg
125 of 377 Mid-Market CUs have this signature | 635 nationally
↑ Growing +22 CUs YoY | New qualifier

Concerns (5)

Credit Risk Growth

risk
#7 of 170 • Bottom 0.8% in tier

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

Why This Signature
Loan Growth (YoY): 48.41%
(Tier: 6.76%, National: 78.26%)
but better than tier avg
Delinquency Change (YoY): 0.23% points
(Tier: 0.06% points, National: 0.08% points)
worse than tier avg
170 of 377 Mid-Market CUs have this signature | 688 nationally
→ Stable (169→170 CUs) +1 CUs YoY | Rank improving

Indirect Auto Dependency

risk
#58 of 193 • Bottom 1.1% in tier

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

Why This Signature
Asset Growth (YoY): 42.09%
(Tier: 6.52%, National: 3.30%)
but better than tier avg
Indirect Auto %: 28.26%
(Tier: 18.08%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 28.59%
(Tier: 3.16%, National: 15.67%)
but better than tier avg
193 of 377 Mid-Market CUs have this signature | 714 nationally
↓ Shrinking -10 CUs YoY | Rank improving

Credit Quality Pressure

risk
#70 of 215 • Bottom 18.8% in tier

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

Why This Signature
Delinquency Change (YoY): 0.23% points
(Tier: 0.06% points, National: 0.08% points)
worse than tier avg
215 of 377 Mid-Market CUs have this signature | 962 nationally
↓ Shrinking -28 CUs YoY | Rank worsening

Liquidity Strain

risk
#71 of 168 • Bottom 32.3% in tier

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

Why This Signature
Loan-to-Share Ratio: 93.51%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 48.41%
(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 | New qualifier

Efficiency Drag

risk
#69 of 71 • Bottom 12.8% in tier

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

Why This Signature
Efficiency Ratio: 82.45%
(Tier: 72.30%, National: 82.97%)
worse than tier avg
ROA Change (YoY): -1.73% points
(Tier: 0.18% points, National: 0.47% points)
worse than tier avg
Member Growth (YoY): 28.59%
(Tier: 3.16%, National: 15.67%)
but better than tier avg
71 of 377 Mid-Market CUs have this signature | 608 nationally
↓ Shrinking -33 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 77 peers in tier

Top Strengths (9 metrics)

2
Asset Growth Rate
growth
Value: 42.09%
Peer Median: 5.91%
#2 of 77 Top 1.3% in 3B-5B tier
2
Loan Growth Rate
growth
Value: 48.41%
Peer Median: 6.20%
#2 of 77 Top 1.3% in 3B-5B tier
2
Deposit Growth Rate
growth
Value: 38.23%
Peer Median: 5.62%
#2 of 77 Top 1.3% in 3B-5B tier
3
Member Growth Rate
growth
Value: 28.59%
Peer Median: 3.08%
#3 of 77 Top 2.6% in 3B-5B tier
5
AMR Growth Rate
growth
Value: 11.18%
Peer Median: 3.17%
#5 of 77 Top 5.2% in 3B-5B tier
8
Average Member Relationship (AMR)
engagement
Value: $41,240
Peer Median: $28,880
#8 of 77 Top 9.1% in 3B-5B tier
9
Loan-to-Member Ratio (LMR)
engagement
Value: $19,928
Peer Median: $13,282
#9 of 77 Top 10.4% in 3B-5B tier
17
First Mortgage Concentration (%)
balance_sheet
Value: 22.20%
Peer Median: 32.92%
#17 of 77 Top 20.8% in 3B-5B tier
20
Net Interest Margin (NIM)
profitability
Value: 3.64%
Peer Median: 3.28%
#20 of 77 Top 24.7% in 3B-5B tier

Top Weaknesses (11 metrics)

77
Return on Assets (ROA)
profitability
Value: 0.05%
Peer Median: 0.94%
#77 of 77 Bottom 1.3% in 3B-5B tier
76
Members Per Employee (MPE)
engagement
Value: 265.529
Peer Median: 390.144
#76 of 77 Bottom 2.6% in 3B-5B tier
73
Total Members
engagement
Value: 121,878
Peer Median: 211,695
#73 of 77 Bottom 6.5% in 3B-5B tier
71
Efficiency Ratio
profitability
Value: 82.45%
Peer Median: 68.32%
#71 of 77 Bottom 9.1% in 3B-5B tier
70
Total Assets
balance_sheet
Value: $3.13B
Peer Median: $3.97B
#70 of 77 Bottom 10.4% in 3B-5B tier
70
Total Deposits
balance_sheet
Value: $2.60B
Peer Median: $3.34B
#70 of 77 Bottom 10.4% in 3B-5B tier
63
Net Worth Ratio
risk
Value: 9.34%
Peer Median: 10.81%
#63 of 77 Bottom 19.5% in 3B-5B tier
63
Total Loans
balance_sheet
Value: $2.43B
Peer Median: $2.91B
#63 of 77 Bottom 19.5% in 3B-5B tier
60
Fee Income Per Member
profitability
Value: $142.21
Peer Median: $211.54
#60 of 77 Bottom 23.4% in 3B-5B tier
59
Total Delinquency Rate (60+ days)
risk
Value: 1.08%
Peer Median: 0.63%
#59 of 77 Bottom 24.7% in 3B-5B tier
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