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UNITED HERITAGE

Charter #68251 · TX

Mid-Market 1B-3B
306 CUs in 1B-3B nationally 28 in TX
View Mid-Market leaderboard →

UNITED HERITAGE has 3 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 37.1% in tier
  • + Organic Growth Engine: Top 37.1% in tier
  • + Emerging Performer: Top 50.4% in tier

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 18.2% in tier
  • - Liquidity Strain: Bottom 28.7% in tier
  • - Credit Risk Growth: Bottom 77.1% in tier
  • - Shrinking Wallet Share: Bottom 85.0% in tier
  • - Efficiency ratio 2.82% above tier (higher cost structure)
  • - Delinquency rate 0.37% above tier average

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (TX) National Avg Tier Percentile
Members 83,638
+3.3% YoY+0.9% QoQ
-12.4K 96,048
-2.7% YoY
29,039
+7.4% YoY
33,913
+5.7% YoY
46%
Assets $1.7B
+3.9% YoY+1.1% QoQ
$-39.3M $1.7B
+0.4% YoY
$450.8M
+10.3% YoY
$578.3M
+9.0% YoY
58%
Loans $1.2B
+1.0% YoY-0.5% QoQ
+$32.2M $1.2B
+0.2% YoY
$318.1M
+8.9% YoY
$402.4M
+8.7% YoY
63%
Deposits $1.3B
+2.5% YoY+0.6% QoQ
$-122.4M $1.5B
+0.5% YoY
$378.7M
+10.8% YoY
$494.3M
+9.1% YoY
53%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.7%
+23.7% YoY-5.8% QoQ
+0.0% 0.7%
+27.6% YoY
-0.2%
-134.7% YoY
0.4%
-39.2% YoY
52%
NIM 3.0%
+3.1% YoY+1.0% QoQ
-0.3% 3.4%
+6.2% YoY
3.9%
-0.7% YoY
3.8%
+4.1% YoY
28%
Efficiency Ratio 77.5%
-3.4% YoY+2.5% QoQ
+2.8% 74.6%
-3.0% YoY
98.7%
+20.4% YoY
84.6%
+2.8% YoY
62%
Delinquency Rate 1.1%
+21.3% YoY+20.6% QoQ
+0.4 0.8%
+6.9% YoY
1.2%
+13.1% YoY
1.2%
+3.4% YoY
84%
Loan To Share 92.8%
-1.4% YoY-1.1% QoQ
+9.6% 83.2%
-0.4% YoY
69.5%
-2.6% YoY
65.6%
-1.4% YoY
74%
AMR $30,955
-1.5% YoY-0.9% QoQ
+$1K $29,652
+2.3% YoY
$17,820
+2.9% YoY
$19,920
+1.6% YoY
64%
CD Concentration 26.6%
+5.7% YoY-1.3% QoQ
-2.3% 28.8% 21.3% 19.8% 42%
Indirect Auto % 10.1%
-20.8% YoY-7.3% QoQ
-8.0% 18.1% 6.9% 7.7% 38%

Signature Analysis

Strengths (3)

Organic Growth Leader

growth
#61 of 116 • Top 37.1% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 3.26%
(Tier: 3.50%, National: 10.19%)
but worse than tier avg
Indirect Auto %: 10.12%
(Tier: 18.07%, National: 7.73%)
better than tier avg
116 of 384 Mid-Market CUs have this signature | 518 nationally
→ No prior data (116 CUs now) | New qualifier

Emerging Performer

growth
#55 of 79 • Top 50.4% in tier

Smaller CU (bottom 50% by assets in tier) with strong profitability (ROA > 0.5%) AND growth (members >= 1%). Emerging leaders worth watching.

Why This Signature
Return on Assets: 0.68%
(Tier: 0.72%, National: 0.39%)
but worse than tier avg
Member Growth (YoY): 3.26%
(Tier: 3.50%, National: 10.19%)
but worse than tier avg
79 of 384 Mid-Market CUs have this signature | 260 nationally
→ No prior data (79 CUs now) | New qualifier

Organic Growth Engine

growth
#86 of 115 • Top 37.1% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 3.26%
(Tier: 3.50%, National: 10.19%)
but worse than tier avg
Return on Assets: 0.68%
(Tier: 0.72%, National: 0.39%)
but worse than tier avg
Indirect Auto %: 10.12%
(Tier: 18.07%, National: 7.73%)
better than tier avg
115 of 384 Mid-Market CUs have this signature | 499 nationally
→ No prior data (115 CUs now) | New qualifier

Concerns (4)

Credit Quality Pressure

risk
#69 of 225 • Bottom 18.2% in tier

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

Why This Signature
Delinquency Change (YoY): 0.20% points
(Tier: 0.06% points, National: 0.12% points)
worse than tier avg
225 of 384 Mid-Market CUs have this signature | 1013 nationally
→ Stable (228→225 CUs) -3 CUs YoY | Rank improving

Shrinking Wallet Share

decline
#58 of 82 • Bottom 85.0% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -1.47%
(Tier: 3.34%, National: 6.36%)
worse than tier avg
82 of 384 Mid-Market CUs have this signature | 335 nationally
↓ Shrinking -18 CUs YoY | Rank worsening

Credit Risk Growth

risk
#131 of 183 • Bottom 77.1% in tier

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

Why This Signature
Loan Growth (YoY): 0.98%
(Tier: 6.71%, National: 1.74%)
worse than tier avg
Delinquency Change (YoY): 0.20% points
(Tier: 0.06% points, National: 0.12% points)
worse than tier avg
183 of 384 Mid-Market CUs have this signature | 710 nationally
→ No prior data (183 CUs now) | New qualifier

Liquidity Strain

risk
#129 of 148 • Bottom 28.7% in tier

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

Why This Signature
Loan-to-Share Ratio: 92.77%
(Tier: 84.20%, National: 65.58%)
but better than tier avg
Loan Growth (YoY): 0.98%
(Tier: 6.71%, National: 1.74%)
worse than tier avg
148 of 384 Mid-Market CUs have this signature | 367 nationally
→ Stable (149→148 CUs) -1 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 306 peers in tier

Top Strengths (1 metrics)

36
Fee Income Per Member
profitability
Value: $286.67
Peer Median: $191.54
#36 of 306 Top 11.4% in 1B-3B tier

Top Weaknesses (3 metrics)

260
AMR Growth Rate
growth
Value: -1.47%
Peer Median: 3.15%
#260 of 306 Bottom 15.4% in 1B-3B tier
257
Total Delinquency Rate (60+ days)
risk
Value: 1.12%
Peer Median: 0.63%
#257 of 306 Bottom 16.3% in 1B-3B tier
232
Loan Growth Rate
growth
Value: 0.98%
Peer Median: 5.67%
#232 of 306 Bottom 24.5% in 1B-3B tier
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