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OREGON STATE

Charter #68656 · OR

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 4 in OR
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OREGON STATE has 7 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.52% above tier average
  • + Net Interest Margin 0.21% above tier average
  • + Strong member growth: 7.1% YoY
  • + Total Assets: Top 4.3% in tier
  • + Total Deposits: Top 4.3% in tier
  • + Total Loans: Top 7.3% in tier
  • + Total Members: Top 8.7% in tier

Key Concerns

Areas that may need attention

  • - Credit Risk Growth: Bottom 13.2% in tier
  • - Credit Quality Pressure: Bottom 34.7% in tier
  • - Indirect Auto Dependency: Bottom 78.0% 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 4 that size in Oregon.
  • Shares and deposits +9.4% year over year ($2.41B in shares and deposits).
  • Membership: 160,932 members, +7.1% vs a year ago.
  • Delinquency rate 0.58%.
  • Return on assets 1.34%.
  • Efficiency ratio 60.66% vs a 73.02% peer average.
  • Loan-to-share ratio 84.53% 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 (OR) National Avg Tier Percentile
Members 160,932
+7.1% YoY+2.2% QoQ
+64.1K 96,861
-1.9% YoY
51,821
+9.3% YoY
34,678
+6.6% YoY
Top 9.0% in tier
Assets $2.8B
+1.7% YoY+2.1% QoQ
+$1.1B $1.7B
+0.4% YoY
$850.7M
+8.9% YoY
$593.1M
+10.2% YoY
Top 4.7% in tier
Loans $2.0B
+13.3% YoY+4.4% QoQ
+$805.5M $1.2B
+0.7% YoY
$590.7M
+10.5% YoY
$418.6M
+10.1% YoY
Top 7.7% in tier
Deposits $2.4B
+9.4% YoY-0.3% QoQ
+$949.8M $1.5B
+0.5% YoY
$725.1M
+8.5% YoY
$504.8M
+10.3% YoY
Top 4.7% 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 1.3%
+23.6% YoY+50.6% QoQ
+0.5% 0.8%
+27.6% YoY
0.8%
+19.1% YoY
1.2%
+121.4% YoY
Top 13.7% in tier
NIM 3.6%
+10.5% YoY+2.1% QoQ
+0.2% 3.4%
+6.6% YoY
4.0%
+5.3% YoY
3.8%
+2.3% YoY
64%
Efficiency Ratio 60.7%
+0.6% YoY-8.7% QoQ
-12.4% 73.0%
-2.7% YoY
78.0%
+0.7% YoY
83.0%
-5.3% YoY
Top 11.3% in tier
Delinquency Rate 0.6%
+21.5% YoY-7.7% QoQ
-0.3 0.9%
+7.3% YoY
1.1%
+29.8% YoY
1.3%
+2.6% YoY
37%
Loan To Share 84.5%
+3.5% YoY+4.7% QoQ
-0.2% 84.7%
+0.1% YoY
76.6%
+0.5% YoY
66.4%
-1.4% YoY
43%
AMR $27,669
+3.7% YoY-0.4% QoQ
$-2K $29,575
+1.5% YoY
$25,405
+1.6% YoY
$20,028
-0.9% YoY
47%
CD Concentration 23.8%
+5.9% YoY-5.2% QoQ
-5.3% 29.1% 16.7% 20.0% 27%
Indirect Auto % 20.2%
-10.2% YoY+0.9% QoQ
+2.1% 18.1% 13.6% 7.7% 62%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (3)

Credit Risk Growth

risk
#47 of 170 • Bottom 13.2% in tier

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

Why This Signature
Loan Growth (YoY): 13.28%
(Tier: 6.76%, National: 78.26%)
but better than tier avg
Delinquency Change (YoY): 0.10% 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 | New qualifier

Credit Quality Pressure

risk
#129 of 215 • Bottom 34.7% in tier

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

Why This Signature
Delinquency Change (YoY): 0.10% 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 | New qualifier

Indirect Auto Dependency

risk
#188 of 193 • Bottom 78.0% in tier

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

Why This Signature
Asset Growth (YoY): 1.74%
(Tier: 6.52%, National: 3.30%)
worse than tier avg
Indirect Auto %: 20.16%
(Tier: 18.08%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 7.15%
(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 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 300 peers in tier

Top Strengths (10 metrics)

14
Total Assets
balance_sheet
Value: $2.78B
Peer Median: $1.51B
#14 of 300 Top 4.3% in 1B-3B tier
14
Total Deposits
balance_sheet
Value: $2.41B
Peer Median: $1.30B
#14 of 300 Top 4.3% in 1B-3B tier
23
Total Loans
balance_sheet
Value: $2.04B
Peer Median: $1.14B
#23 of 300 Top 7.3% in 1B-3B tier
27
Total Members
engagement
Value: 160,932
Peer Median: 86,516
#27 of 300 Top 8.7% in 1B-3B tier
34
Member Growth Rate
growth
Value: 7.15%
Peer Median: 1.84%
#34 of 300 Top 11.0% in 1B-3B tier
35
Efficiency Ratio
profitability
Value: 60.66%
Peer Median: 73.62%
#35 of 300 Top 11.3% in 1B-3B tier
38
Loan Growth Rate
growth
Value: 13.28%
Peer Median: 5.71%
#38 of 300 Top 12.3% in 1B-3B tier
41
Return on Assets (ROA)
profitability
Value: 1.34%
Peer Median: 0.77%
#41 of 300 Top 13.3% in 1B-3B tier
58
Members Per Employee (MPE)
engagement
Value: 420.188
Peer Median: 346.173
#58 of 300 Top 19.0% in 1B-3B tier
60
Deposit Growth Rate
growth
Value: 9.41%
Peer Median: 4.79%
#60 of 300 Top 19.7% in 1B-3B tier

Top Weaknesses (1 metrics)

230
Asset Growth Rate
growth
Value: 1.74%
Peer Median: 5.21%
#230 of 300 Bottom 23.7% in 1B-3B tier
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