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TECH

Charter #68225 · IN

Community 500M-750M
165 CUs in 500M-750M nationally 4 in IN
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TECH has 4 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 20.7% in tier
  • + Net Interest Margin 0.10% above tier average
  • + Loan-to-Share Ratio: Top 7.3% in tier
  • + Loan Growth Rate: Top 7.9% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 5.4% in tier
  • - Efficiency Drag: Bottom 21.0% in tier
  • - Indirect Auto Dependency: Bottom 24.4% in tier
  • - ROA 0.47% below tier average
  • - Efficiency ratio 9.02% above tier (higher cost structure)
  • - Delinquency rate 0.64% 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 165 credit unions with $500M-$750M in assets nationally, and 1 of 4 that size in Indiana.
  • Shares and deposits +6.7% year over year ($542M in shares and deposits).
  • Membership: 39,002 members, +2.8% vs a year ago.
  • Delinquency rate 1.45%.
  • Return on assets 0.35%.
  • Efficiency ratio 85.58% vs a 76.56% peer average.
  • Loan-to-share ratio 97.41% vs a 79.33% 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 (IN) National Avg Tier Percentile
Members 39,002
+2.8% YoY+1.7% QoQ
+1.1K 37,897
-5.0% YoY
23,392
+5.7% YoY
34,678
+6.6% YoY
57%
Assets $599.0M
+7.1% YoY-0.0% QoQ
$-23.4M $622.4M
+0.6% YoY
$404.4M
+8.2% YoY
$593.1M
+10.2% YoY
41%
Loans $528.0M
+14.1% YoY+7.4% QoQ
+$99.5M $428.5M
-0.7% YoY
$288.6M
+8.1% YoY
$418.6M
+10.1% YoY
84%
Deposits $542.1M
+6.7% YoY+0.0% QoQ
+$2.3M $539.8M
+0.9% YoY
$337.5M
+7.0% YoY
$504.8M
+10.3% YoY
48%

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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 0.4%
+90.7% YoY+8.1% QoQ
-0.5% 0.8%
+39.5% YoY
1.6%
+105.9% YoY
1.2%
+121.4% YoY
19%
NIM 3.6%
+9.5% YoY+2.9% QoQ
+0.1% 3.5%
+5.0% YoY
3.9%
+3.1% YoY
3.8%
+2.3% YoY
61%
Efficiency Ratio 85.6%
-7.3% YoY-1.7% QoQ
+9.0% 76.6%
-3.6% YoY
105.3%
+31.6% YoY
83.0%
-5.3% YoY
82%
Delinquency Rate 1.4%
-27.5% YoY+14.4% QoQ
+0.6 0.8%
+3.1% YoY
1.6%
+32.0% YoY
1.3%
+2.6% YoY
Bottom 12.1% in tier
Loan To Share 97.4%
+6.9% YoY+7.4% QoQ
+18.1% 79.3%
-1.4% YoY
68.6%
+0.4% YoY
66.4%
-1.4% YoY
Top 7.9% in tier
AMR $27,437
+7.3% YoY+1.9% QoQ
+$143 $27,294
+4.1% YoY
$18,349
+1.6% YoY
$20,028
-0.9% YoY
62%
CD Concentration 27.0%
-2.3% YoY+0.9% QoQ
+2.5% 24.6% 19.4% 20.0% 61%
Indirect Auto % 17.4%
-3.1% YoY+7.0% QoQ
+3.8% 13.6% 11.1% 7.7% 68%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#267 of 483 • Top 20.7% in tier

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

Why This Signature
AMR Growth (YoY): 7.26%
(Tier: 3.97%, National: 35.20%)
better than tier avg
635 nationally
↑ Growing +52 CUs YoY | Rank improving

Concerns (3)

Liquidity Strain

risk
#24 of 224 • Bottom 5.4% in tier

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

Why This Signature
Loan-to-Share Ratio: 97.41%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 14.05%
(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 improving

Efficiency Drag

risk
#242 of 531 • Bottom 21.0% in tier

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

Why This Signature
Efficiency Ratio: 85.58%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): 0.17% points
(Tier: 0.10% points, National: 0.47% points)
but better than tier avg
Member Growth (YoY): 2.76%
(Tier: 0.46%, National: 15.67%)
but better than tier avg
608 nationally
↓ Shrinking -37 CUs YoY | Rank worsening

Indirect Auto Dependency

risk
#358 of 476 • Bottom 24.4% in tier

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

Why This Signature
Asset Growth (YoY): 7.05%
(Tier: 4.62%, National: 3.30%)
but better than tier avg
Indirect Auto %: 17.38%
(Tier: 13.63%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 2.76%
(Tier: 0.46%, National: 15.67%)
but better than tier avg
714 nationally
↓ Shrinking -57 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 165 peers in tier

Top Strengths (5 metrics)

13
Loan-to-Share Ratio
balance_sheet
Value: 97.41%
Peer Median: 81.50%
#13 of 165 Top 7.3% in 500M-750M tier
14
Loan Growth Rate
growth
Value: 14.05%
Peer Median: 4.82%
#14 of 165 Top 7.9% in 500M-750M tier
27
Total Loans
balance_sheet
Value: $528.02M
Peer Median: $428.72M
#27 of 165 Top 15.8% in 500M-750M tier
37
AMR Growth Rate
growth
Value: 7.26%
Peer Median: 3.83%
#37 of 165 Top 21.8% in 500M-750M tier
42
Loan-to-Member Ratio (LMR)
engagement
Value: $13,538
Peer Median: $11,477
#42 of 165 Top 24.8% in 500M-750M tier

Top Weaknesses (5 metrics)

146
Total Delinquency Rate (60+ days)
risk
Value: 1.45%
Peer Median: 0.70%
#146 of 165 Bottom 12.1% in 500M-750M tier
137
Efficiency Ratio
profitability
Value: 85.58%
Peer Median: 77.45%
#137 of 165 Bottom 17.6% in 500M-750M tier
133
Return on Assets (ROA)
profitability
Value: 0.35%
Peer Median: 0.74%
#133 of 165 Bottom 20.0% in 500M-750M tier
130
Members Per Employee (MPE)
engagement
Value: 261.758
Peer Median: 313.721
#130 of 165 Bottom 21.8% in 500M-750M tier
128
Net Worth Ratio
risk
Value: 9.29%
Peer Median: 10.42%
#128 of 165 Bottom 23.0% in 500M-750M tier
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