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OZARK

Charter #7641 · MO

100M-500M
1024 CUs in 100M-500M nationally 22 in MO

OZARK has 8 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Emerging Performer: Top 50.0% in tier
  • + ROA 0.85% above tier average
  • + Net Interest Margin 1.22% above tier average
  • + Strong member growth: 26.3% YoY
  • + Loan Growth Rate: Top 0.9% in tier
  • + Member Growth Rate: Top 1.0% in tier
  • + Asset Growth Rate: Top 1.7% in tier
  • + Deposit Growth Rate: Top 1.9% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 50.0% in tier
  • - Liquidity Strain: Bottom 50.0% in tier
  • - Shrinking Wallet Share: Bottom 50.0% in tier
  • - Average Member Relationship (AMR): Bottom 0.9% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 8.0% 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 1,024 credit unions with $100M-$500M in assets nationally, and 1 of 22 that size in Missouri.
  • Shares and deposits +19.0% year over year ($125M in shares and deposits).
  • Membership: 21,175 members, +26.3% vs a year ago.
  • Delinquency rate 0.18%.
  • Return on assets 1.71%.
  • Efficiency ratio 69.56% vs a 76.73% peer average.
  • Loan-to-share ratio 91.04% vs a 71.54% 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 (MO) National Avg Tier Percentile
Members 21,175
+26.3% YoY+1.8% QoQ
+6.0K 15,168
-2.6% YoY
15,766
-0.3% YoY
34,678
+6.6% YoY
80%
Assets $142.5M
+19.5% YoY-0.2% QoQ
$-89.5M $232.0M
+0.7% YoY
$225.8M
+8.3% YoY
$593.1M
+10.2% YoY
27%
Loans $113.6M
+31.3% YoY+3.1% QoQ
$-32.7M $146.3M
+0.2% YoY
$157.5M
+9.5% YoY
$418.6M
+10.1% YoY
44%
Deposits $124.8M
+19.0% YoY-0.2% QoQ
$-75.9M $200.7M
+0.2% YoY
$197.6M
+8.9% YoY
$504.8M
+10.3% YoY
27%

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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 1.7%
+23.3% YoY+13.1% QoQ
+0.9% 0.9%
+12.5% YoY
1.4%
+222.5% YoY
1.2%
+121.4% YoY
Top 7.4% in tier
NIM 4.9%
+7.3% YoY+4.6% QoQ
+1.2% 3.7%
+4.5% YoY
3.8%
+0.7% YoY
3.8%
+2.3% YoY
Top 4.2% in tier
Efficiency Ratio 69.6%
-4.6% YoY-3.2% QoQ
-7.2% 76.7%
-0.8% YoY
83.2%
+2.3% YoY
83.0%
-5.3% YoY
25%
Delinquency Rate 0.2%
-43.3% YoY-11.3% QoQ
-0.7 0.9%
+6.6% YoY
1.1%
-8.7% YoY
1.3%
+2.6% YoY
Top 9.2% in tier
Loan To Share 91.0%
+10.4% YoY+3.4% QoQ
+19.5% 71.5%
-0.3% YoY
69.6%
-2.9% YoY
66.4%
-1.4% YoY
Top 12.9% in tier
AMR $11,258
-1.3% YoY-0.4% QoQ
$-14K $25,107
+3.2% YoY
$17,444
+4.9% YoY
$20,028
-0.9% YoY
Bottom 0.8% in tier
CD Concentration 18.2%
-16.2% YoY+1.7% QoQ
-6.3% 24.6% 18.3% 20.0% 50%
Indirect Auto % 19.8%
-20.8% YoY+1.4% QoQ
+6.2% 13.6% 9.9% 7.7% 50%

Signature Analysis

Strengths (1)

Emerging Performer

growth
#4 of 175 • Top 50.0% 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: 1.71%
(Tier: 0.85%, National: 1.23%)
better than tier avg
Member Growth (YoY): 26.25%
(Tier: 0.46%, National: 15.67%)
better than tier avg
175 of 1024 Mid-Small & Community CUs have this signature | 283 nationally
→ Stable (178→175 CUs) -3 CUs YoY | Rank improving

Concerns (3)

Indirect Auto Dependency

risk
#254 of 476 • Bottom 50.0% in tier

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

Why This Signature
Asset Growth (YoY): 19.51%
(Tier: 4.62%, National: 3.30%)
but better than tier avg
Indirect Auto %: 19.85%
(Tier: 13.63%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 26.25%
(Tier: 0.46%, National: 15.67%)
but better than tier avg
476 of 1024 Mid-Small & Community CUs have this signature | 714 nationally
↓ Shrinking -57 CUs YoY | Rank worsening

Liquidity Strain

risk
#123 of 224 • Bottom 50.0% in tier

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

Why This Signature
Loan-to-Share Ratio: 91.04%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 31.34%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
224 of 1024 Mid-Small & Community CUs have this signature | 432 nationally
↓ Shrinking -11 CUs YoY | New qualifier

Shrinking Wallet Share

decline
#170 of 223 • Bottom 50.0% in tier

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

Why This Signature
AMR Growth (YoY): -1.33%
(Tier: 3.97%, National: 35.20%)
worse than tier avg
223 of 1024 Mid-Small & Community CUs have this signature | 308 nationally
↓ Shrinking -61 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 1024 peers in tier

Top Strengths (10 metrics)

10
Loan Growth Rate
growth
Value: 31.34%
Peer Median: 3.02%
#10 of 1024 Top 0.9% in 100M-500M tier
11
Member Growth Rate
growth
Value: 26.25%
Peer Median: -0.03%
#11 of 1024 Top 1.0% in 100M-500M tier
18
Asset Growth Rate
growth
Value: 19.51%
Peer Median: 4.12%
#18 of 1024 Top 1.7% in 100M-500M tier
20
Deposit Growth Rate
growth
Value: 18.99%
Peer Median: 3.58%
#20 of 1024 Top 1.9% in 100M-500M tier
43
Net Interest Margin (NIM)
profitability
Value: 4.90%
Peer Median: 3.67%
#43 of 1024 Top 4.1% in 100M-500M tier
76
Return on Assets (ROA)
profitability
Value: 1.71%
Peer Median: 0.75%
#76 of 1024 Top 7.3% in 100M-500M tier
95
Total Delinquency Rate (60+ days)
risk
Value: 0.18%
Peer Median: 0.71%
#95 of 1024 Top 9.2% in 100M-500M tier
132
Loan-to-Share Ratio
balance_sheet
Value: 91.04%
Peer Median: 73.07%
#132 of 1024 Top 12.8% in 100M-500M tier
201
Total Members
engagement
Value: 21,175
Peer Median: 13,128
#201 of 1024 Top 19.5% in 100M-500M tier
234
Net Charge-Off Rate
risk
Value: 0.14%
Peer Median: 0.34%
#234 of 1024 Top 22.8% in 100M-500M tier

Top Weaknesses (3 metrics)

1016
Average Member Relationship (AMR)
engagement
Value: $11,258
Peer Median: $23,006
#1016 of 1024 Bottom 0.9% in 100M-500M tier
943
Loan-to-Member Ratio (LMR)
engagement
Value: $5,365
Peer Median: $9,434
#943 of 1024 Bottom 8.0% in 100M-500M tier
886
AMR Growth Rate
growth
Value: -1.33%
Peer Median: 3.53%
#886 of 1024 Bottom 13.6% in 100M-500M tier
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