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PIMA

Charter #7316 · AZ

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 5 in AZ
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PIMA has 7 strengths but faces 2 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Emerging Performer: Top 20.0% in tier
  • + Organic Growth Engine: Top 27.4% in tier
  • + Organic Growth Leader: Top 27.4% in tier
  • + Relationship Depth Leader: Top 35.8% in tier
  • + ROA 0.38% above tier average
  • + Deposit Growth Rate: Top 8.3% in tier
  • + Efficiency Ratio: Top 10.0% in tier

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 13.4% in tier
  • - Credit Risk Growth: Bottom 57.0% 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 5 that size in Arizona.
  • Shares and deposits +12.8% year over year ($1.52B in shares and deposits).
  • Membership: 75,440 members, +4.4% vs a year ago.
  • Delinquency rate 0.56%.
  • Return on assets 1.20%.
  • Efficiency ratio 60.32% vs a 73.02% peer average.
  • Loan-to-share ratio 78.33% 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 (AZ) National Avg Tier Percentile
Members 75,440
+4.4% YoY+1.4% QoQ
-21.4K 96,861
-1.9% YoY
62,580
+4.2% YoY
34,678
+6.6% YoY
35%
Assets $1.7B
+11.1% YoY+1.3% QoQ
$-20.7M $1.7B
+0.4% YoY
$1.1B
+8.8% YoY
$593.1M
+10.2% YoY
59%
Loans $1.2B
+4.7% YoY+4.1% QoQ
$-39.9M $1.2B
+0.7% YoY
$693.0M
+9.0% YoY
$418.6M
+10.1% YoY
56%
Deposits $1.5B
+12.8% YoY+1.1% QoQ
+$61.4M $1.5B
+0.5% YoY
$946.4M
+8.0% YoY
$504.8M
+10.3% YoY
61%

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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 1.2%
+5.6% YoY+6.5% QoQ
+0.4% 0.8%
+27.6% YoY
0.9%
+15.7% YoY
1.2%
+121.4% YoY
81%
NIM 3.1%
+2.7% YoY-1.1% QoQ
-0.3% 3.4%
+6.6% YoY
4.0%
+1.6% YoY
3.8%
+2.3% YoY
27%
Efficiency Ratio 60.3%
-1.3% YoY-2.6% QoQ
-12.7% 73.0%
-2.7% YoY
75.7%
-0.5% YoY
83.0%
-5.3% YoY
Top 10.0% in tier
Delinquency Rate 0.6%
+114.4% YoY+250.5% QoQ
-0.3 0.9%
+7.3% YoY
0.9%
+18.9% YoY
1.3%
+2.6% YoY
34%
Loan To Share 78.3%
-7.2% YoY+3.0% QoQ
-6.4% 84.7%
+0.1% YoY
69.6%
-1.2% YoY
66.4%
-1.4% YoY
25%
AMR $36,043
+4.5% YoY+1.0% QoQ
+$6K $29,575
+1.5% YoY
$19,787
+3.1% YoY
$20,028
-0.9% YoY
85%
CD Concentration 28.1%
+17.7% YoY+5.8% QoQ
-1.0% 29.1% 17.9% 20.0% 47%
Indirect Auto % 6.3%
+7.0% YoY-2.0% QoQ
-11.8% 18.1% 21.3% 7.7% 27%

Signature Analysis

Strengths (4)

Organic Growth Engine

growth
#20 of 113 • Top 27.4% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 4.37%
(Tier: 3.16%, National: 15.67%)
better than tier avg
Return on Assets: 1.20%
(Tier: 0.84%, National: 1.23%)
better than tier avg
Indirect Auto %: 6.32%
(Tier: 18.08%, National: 7.71%)
better than tier avg
113 of 377 Mid-Market CUs have this signature | 490 nationally
↓ Shrinking -131 CUs YoY | Rank worsening

Emerging Performer

growth
#15 of 82 • Top 20.0% 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: 1.20%
(Tier: 0.84%, National: 1.23%)
better than tier avg
Member Growth (YoY): 4.37%
(Tier: 3.16%, National: 15.67%)
better than tier avg
82 of 377 Mid-Market CUs have this signature | 283 nationally
↑ Growing +14 CUs YoY | Rank worsening

Organic Growth Leader

growth
#43 of 112 • Top 27.4% in tier

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

Why This Signature
Member Growth (YoY): 4.37%
(Tier: 3.16%, National: 15.67%)
better than tier avg
Indirect Auto %: 6.32%
(Tier: 18.08%, National: 7.71%)
better than tier avg
112 of 377 Mid-Market CUs have this signature | 485 nationally
↓ Shrinking -20 CUs YoY | Rank worsening

Relationship Depth Leader

growth
#38 of 69 • Top 35.8% 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): 4.52%
(Tier: 3.62%, National: 35.20%)
better than tier avg
Share Draft per Member: $4.3K
(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 (2)

Credit Quality Pressure

risk
#50 of 215 • Bottom 13.4% in tier

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

Why This Signature
Delinquency Change (YoY): 0.30% 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 | Rank improving

Credit Risk Growth

risk
#63 of 170 • Bottom 57.0% in tier

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

Why This Signature
Loan Growth (YoY): 4.66%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
Delinquency Change (YoY): 0.30% 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 | 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 (8 metrics)

26
Deposit Growth Rate
growth
Value: 12.82%
Peer Median: 4.79%
#26 of 300 Top 8.3% in 1B-3B tier
31
Efficiency Ratio
profitability
Value: 60.32%
Peer Median: 73.62%
#31 of 300 Top 10.0% in 1B-3B tier
37
Asset Growth Rate
growth
Value: 11.10%
Peer Median: 5.21%
#37 of 300 Top 12.0% in 1B-3B tier
44
Members Per Employee (MPE)
engagement
Value: 443.765
Peer Median: 346.173
#44 of 300 Top 14.3% in 1B-3B tier
46
Average Member Relationship (AMR)
engagement
Value: $36,043
Peer Median: $28,089
#46 of 300 Top 15.0% in 1B-3B tier
58
Return on Assets (ROA)
profitability
Value: 1.20%
Peer Median: 0.77%
#58 of 300 Top 19.0% in 1B-3B tier
58
Loan-to-Member Ratio (LMR)
engagement
Value: $15,831
Peer Median: $12,809
#58 of 300 Top 19.0% in 1B-3B tier
75
Member Growth Rate
growth
Value: 4.37%
Peer Median: 1.84%
#75 of 300 Top 24.7% in 1B-3B tier

Top Weaknesses (1 metrics)

251
Net Worth Ratio
risk
Value: 9.40%
Peer Median: 10.91%
#251 of 300 Bottom 16.7% in 1B-3B tier
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