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ST. ANNE'S

Charter #67605 · MA

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 10 in MA
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ST. ANNE'S has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 63.4% in tier
  • + Members Per Employee (MPE): Top 5.3% in tier

Key Concerns

Areas that may need attention

  • - Institutional Decline: Bottom 72.8% in tier
  • - Stagnation Risk: Bottom 77.7% in tier
  • - Membership Headwinds: Bottom 77.7% in tier
  • - ROA 0.11% below tier average
  • - Fee Income Per Member: Bottom 2.3% in tier
  • - Asset Growth Rate: Bottom 2.3% in tier
  • - Loan Growth Rate: Bottom 2.7% in tier
  • - Net Interest Margin (NIM): Bottom 9.0% 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 300 credit unions with $1B-$3B in assets nationally, and 1 of 10 that size in Massachusetts.
  • Shares and deposits +10.0% year over year ($1.13B in shares and deposits).
  • Membership: 61,349 members, -0.8% vs a year ago.
  • Delinquency rate 0.35%.
  • Return on assets 0.71%.
  • Efficiency ratio 72.89% vs a 73.02% peer average.
  • Loan-to-share ratio 88.78% vs a 84.71% 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 61,349
-0.8% YoY-0.6% QoQ
-35.5K 96,861
-1.9% YoY
18,780
+3.1% YoY
34,678
+6.6% YoY
17%
Assets $1.4B
-3.5% YoY+0.4% QoQ
$-373.7M $1.7B
+0.4% YoY
$364.5M
+6.9% YoY
$593.1M
+10.2% YoY
34%
Loans $1.0B
-7.5% YoY-1.2% QoQ
$-232.0M $1.2B
+0.7% YoY
$274.7M
+7.2% YoY
$418.6M
+10.1% YoY
38%
Deposits $1.1B
+10.0% YoY+0.7% QoQ
$-334.5M $1.5B
+0.5% YoY
$301.2M
+8.1% YoY
$504.8M
+10.3% YoY
33%

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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 0.7%
+209.8% YoY+17.6% QoQ
-0.1% 0.8%
+27.6% YoY
0.7%
+12.3% YoY
1.2%
+121.4% YoY
44%
NIM 2.6%
+23.5% YoY+2.9% QoQ
-0.8% 3.4%
+6.6% YoY
3.3%
+1.4% YoY
3.8%
+2.3% YoY
Bottom 8.7% in tier
Efficiency Ratio 72.9%
-14.2% YoY-3.4% QoQ
-0.1% 73.0%
-2.7% YoY
80.1%
-1.4% YoY
83.0%
-5.3% YoY
46%
Delinquency Rate 0.4%
-28.3% YoY+98.4% QoQ
-0.5 0.9%
+7.3% YoY
0.8%
-7.5% YoY
1.3%
+2.6% YoY
15%
Loan To Share 88.8%
-15.9% YoY-1.9% QoQ
+4.1% 84.7%
+0.1% YoY
71.9%
-1.9% YoY
66.4%
-1.4% YoY
55%
AMR $34,737
+1.8% YoY+0.4% QoQ
+$5K $29,575
+1.5% YoY
$25,615
+4.4% YoY
$20,028
-0.9% YoY
82%
CD Concentration 34.5%
+10.3% YoY-0.6% QoQ
+5.4% 29.1% 25.4% 20.0% 74%
Indirect Auto % 6.7%
-7.6% YoY-5.6% QoQ
-11.4% 18.1% 2.4% 7.7% 28%

Signature Analysis

Strengths (1)

Relationship Depth Leader

growth
#64 of 69 • Top 63.4% 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): 1.82%
(Tier: 3.62%, National: 35.20%)
but worse than tier avg
Share Draft per Member: $3.5K
(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 | Rank worsening

Concerns (3)

Stagnation Risk

risk
#59 of 86 • Bottom 77.7% 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): -0.76%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -7.46%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.35%
(Tier: 0.86%, National: 1.26%)
but better than tier avg
86 of 377 Mid-Market CUs have this signature | 653 nationally
→ Stable (82→86 CUs) +4 CUs YoY | New qualifier

Institutional Decline

decline
#20 of 25 • Bottom 72.8% in tier

Both members and loans declining - the institution is contracting. Leadership is likely under pressure to reverse course.

Why This Signature
Total Assets: $1.35B
(Tier: $2.16B, National: $593.11M)
worse than tier avg
Member Growth (YoY): -0.76%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -7.46%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
25 of 377 Mid-Market CUs have this signature | 261 nationally
↓ Shrinking -12 CUs YoY | New qualifier

Membership Headwinds

decline
#84 of 86 • Bottom 77.7% in tier

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

Why This Signature
Member Growth (YoY): -0.76%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
86 of 377 Mid-Market CUs have this signature | 653 nationally
→ Stable (82→86 CUs) +4 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 300 peers in tier

Top Strengths (6 metrics)

17
Members Per Employee (MPE)
engagement
Value: 507.017
Peer Median: 346.173
#17 of 300 Top 5.3% in 1B-3B tier
33
Net Charge-Off Rate
risk
Value: 0.16%
Peer Median: 0.52%
#33 of 300 Top 10.7% in 1B-3B tier
47
Total Delinquency Rate (60+ days)
risk
Value: 0.35%
Peer Median: 0.70%
#47 of 300 Top 15.3% in 1B-3B tier
48
Deposit Growth Rate
growth
Value: 10.04%
Peer Median: 4.79%
#48 of 300 Top 15.7% in 1B-3B tier
52
Loan-to-Member Ratio (LMR)
engagement
Value: $16,336
Peer Median: $12,809
#52 of 300 Top 17.0% in 1B-3B tier
55
Average Member Relationship (AMR)
engagement
Value: $34,737
Peer Median: $28,089
#55 of 300 Top 18.0% in 1B-3B tier

Top Weaknesses (9 metrics)

294
Fee Income Per Member
profitability
Value: $73.77
Peer Median: $204.73
#294 of 300 Bottom 2.3% in 1B-3B tier
294
Asset Growth Rate
growth
Value: -3.52%
Peer Median: 5.21%
#294 of 300 Bottom 2.3% in 1B-3B tier
293
Loan Growth Rate
growth
Value: -7.46%
Peer Median: 5.71%
#293 of 300 Bottom 2.7% in 1B-3B tier
274
Net Interest Margin (NIM)
profitability
Value: 2.62%
Peer Median: 3.46%
#274 of 300 Bottom 9.0% in 1B-3B tier
250
Total Members
engagement
Value: 61,349
Peer Median: 86,516
#250 of 300 Bottom 17.0% in 1B-3B tier
249
First Mortgage Concentration (%)
balance_sheet
Value: 46.85%
Peer Median: 33.59%
#249 of 300 Bottom 17.3% in 1B-3B tier
231
Net Worth Ratio
risk
Value: 9.74%
Peer Median: 10.91%
#231 of 300 Bottom 23.3% in 1B-3B tier
231
Share Certificate Concentration (%)
balance_sheet
Value: 34.47%
Peer Median: 28.24%
#231 of 300 Bottom 23.3% in 1B-3B tier
227
Member Growth Rate
growth
Value: -0.76%
Peer Median: 1.84%
#227 of 300 Bottom 24.7% in 1B-3B tier
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