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POLISH NATIONAL

Charter #66597 · MA

Community 750M-1B
111 CUs in 750M-1B nationally 6 in MA
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POLISH NATIONAL has 6 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 52.5% in tier
  • + Net Charge-Off Rate: Top 0.1% in tier
  • + Total Delinquency Rate (60+ days): Top 4.5% in tier
  • + Loan-to-Share Ratio: Top 4.5% in tier
  • + Loan-to-Member Ratio (LMR): Top 5.4% in tier
  • + Average Member Relationship (AMR): Top 7.2% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 2.0% in tier
  • - Efficiency Drag: Bottom 25.9% in tier
  • - ROA 0.32% below tier average
  • - Efficiency ratio 9.44% above tier (higher cost structure)
  • - Members Per Employee (MPE): Bottom 2.7% in tier
  • - First Mortgage Concentration (%): Bottom 3.6% in tier
  • - Total Deposits: Bottom 5.4% in tier
  • - Total Members: Bottom 8.1% in tier

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 111 credit unions with $750M-$1B in assets nationally, and 1 of 6 that size in Massachusetts.
  • Shares and deposits +2.5% year over year ($615M in shares and deposits).
  • Membership: 28,682 members, +0.0% vs a year ago.
  • Delinquency rate 0.17%.
  • Return on assets 0.53%.
  • Efficiency ratio 83.98% vs a 74.54% peer average.
  • Loan-to-share ratio 104.36% vs a 82.60% 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 (MA) National Avg Tier Percentile
Members 28,682
+0.0% YoY+0.1% QoQ
-23.8K 52,482
+1.3% YoY
18,780
+3.1% YoY
34,678
+6.6% YoY
Bottom 7.2% in tier
Assets $776.9M
+2.6% YoY+1.5% QoQ
$-87.1M $863.9M
+0.5% YoY
$364.5M
+6.9% YoY
$593.1M
+10.2% YoY
Bottom 12.6% in tier
Loans $641.4M
+4.2% YoY+2.3% QoQ
+$33.6M $607.8M
+2.1% YoY
$274.7M
+7.2% YoY
$418.6M
+10.1% YoY
56%
Deposits $614.5M
+2.5% YoY-0.0% QoQ
$-125.4M $739.9M
+0.2% YoY
$301.2M
+8.1% YoY
$504.8M
+10.3% YoY
Bottom 4.5% 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 0.5%
+43.0% YoY-14.0% QoQ
-0.3% 0.8%
+30.4% YoY
0.7%
+12.3% YoY
1.2%
+121.4% YoY
32%
NIM 3.0%
+10.4% YoY-0.3% QoQ
-0.5% 3.5%
+6.2% YoY
3.3%
+1.4% YoY
3.8%
+2.3% YoY
20%
Efficiency Ratio 84.0%
-5.4% YoY+3.8% QoQ
+9.4% 74.5%
-1.4% YoY
80.1%
-1.4% YoY
83.0%
-5.3% YoY
83%
Delinquency Rate 0.2%
-33.2% YoY-53.4% QoQ
-0.6 0.8%
+1.0% YoY
0.8%
-7.5% YoY
1.3%
+2.6% YoY
Top 4.5% in tier
Loan To Share 104.4%
+1.6% YoY+2.3% QoQ
+21.8% 82.6%
+1.9% YoY
71.9%
-1.9% YoY
66.4%
-1.4% YoY
Top 5.4% in tier
AMR $43,787
+3.3% YoY+1.0% QoQ
+$15K $28,702
+0.4% YoY
$25,615
+4.4% YoY
$20,028
-0.9% YoY
Top 8.1% in tier
CD Concentration 25.8%
+0.9% YoY-1.1% QoQ
+1.2% 24.6% 25.4% 20.0% 56%
Indirect Auto % 0.0% -13.6% 13.6% 2.4% 7.7% Top 0.1% in tier

Signature Analysis

Strengths (1)

Relationship Depth Leader

growth
#184 of 262 • Top 52.5% 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): 3.35%
(Tier: 3.97%, National: 35.20%)
but worse than tier avg
Share Draft per Member: $5.4K
(Tier: $2.9K, National: $2.1K)
better than tier avg
262 of 276 Community CUs have this signature | 354 nationally
↑ Growing +11 CUs YoY | Rank improving

Concerns (2)

Liquidity Strain

risk
#47 of 224 • Bottom 2.0% in tier

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

Why This Signature
Loan-to-Share Ratio: 104.36%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 4.16%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
224 of 276 Community CUs have this signature | 432 nationally
↓ Shrinking -11 CUs YoY | Rank worsening

Efficiency Drag

risk
#113 of 531 • Bottom 25.9% in tier

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

Why This Signature
Efficiency Ratio: 83.98%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): 0.16% points
(Tier: 0.10% points, National: 0.47% points)
but better than tier avg
Member Growth (YoY): 0.01%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
608 nationally
↓ Shrinking -37 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 111 peers in tier

Top Strengths (7 metrics)

1
Net Charge-Off Rate
risk
Value: -0.04%
Peer Median: 0.47%
#1 of 111 Top 0.1% in 750M-1B tier
1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 14.99%
#1 of 111 Top 0.1% in 750M-1B tier
6
Total Delinquency Rate (60+ days)
risk
Value: 0.17%
Peer Median: 0.60%
#6 of 111 Top 4.5% in 750M-1B tier
6
Loan-to-Share Ratio
balance_sheet
Value: 104.36%
Peer Median: 84.77%
#6 of 111 Top 4.5% in 750M-1B tier
7
Loan-to-Member Ratio (LMR)
engagement
Value: $22,361
Peer Median: $11,611
#7 of 111 Top 5.4% in 750M-1B tier
9
Average Member Relationship (AMR)
engagement
Value: $43,787
Peer Median: $26,161
#9 of 111 Top 7.2% in 750M-1B tier
17
Net Worth Ratio
risk
Value: 13.58%
Peer Median: 10.80%
#17 of 111 Top 14.4% in 750M-1B tier

Top Weaknesses (7 metrics)

109
Members Per Employee (MPE)
engagement
Value: 199.181
Peer Median: 322.694
#109 of 111 Bottom 2.7% in 750M-1B tier
108
First Mortgage Concentration (%)
balance_sheet
Value: 60.94%
Peer Median: 33.51%
#108 of 111 Bottom 3.6% in 750M-1B tier
106
Total Deposits
balance_sheet
Value: $614.53M
Peer Median: $737.84M
#106 of 111 Bottom 5.4% in 750M-1B tier
103
Total Members
engagement
Value: 28,682
Peer Median: 52,842
#103 of 111 Bottom 8.1% in 750M-1B tier
97
Total Assets
balance_sheet
Value: $776.90M
Peer Median: $860.94M
#97 of 111 Bottom 13.5% in 750M-1B tier
93
Efficiency Ratio
profitability
Value: 83.98%
Peer Median: 75.82%
#93 of 111 Bottom 17.1% in 750M-1B tier
89
Net Interest Margin (NIM)
profitability
Value: 2.98%
Peer Median: 3.51%
#89 of 111 Bottom 20.7% in 750M-1B tier
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