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KO`OLAU

Charter #8435 · HI

100M-500M
1024 CUs in 100M-500M nationally 15 in HI

KO`OLAU has 4 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 50.0% in tier
  • + ROA 0.22% above tier average
  • + Members Per Employee (MPE): Top 2.8% in tier
  • + Total Delinquency Rate (60+ days): Top 2.9% in tier

Key Concerns

Areas that may need attention

  • - Membership Headwinds: Bottom 50.0% in tier
  • - Stagnation Risk: Bottom 50.0% in tier
  • - Institutional Decline: Bottom 50.0% in tier
  • - Member decline: -3.9% YoY
  • - Total Assets: Bottom 2.7% in tier
  • - Total Deposits: Bottom 5.5% in tier
  • - Total Members: Bottom 7.4% in tier
  • - Total Loans: Bottom 8.6% 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 15 that size in Hawaii.
  • Shares and deposits +7.3% year over year ($93.3M in shares and deposits).
  • Membership: 6,161 members, -3.9% vs a year ago.
  • Delinquency rate 0.05%.
  • Return on assets 1.09%.
  • Efficiency ratio 73.96% vs a 76.73% peer average.
  • Loan-to-share ratio 59.51% 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 (HI) National Avg Tier Percentile
Members 6,161
-3.9% YoY-1.2% QoQ
-9.0K 15,168
-2.6% YoY
19,590
+0.5% YoY
34,678
+6.6% YoY
Bottom 7.3% in tier
Assets $103.9M
+7.9% YoY-0.9% QoQ
$-128.1M $232.0M
+0.7% YoY
$386.0M
+4.8% YoY
$593.1M
+10.2% YoY
Bottom 2.6% in tier
Loans $55.5M
-3.0% YoY-4.8% QoQ
$-90.7M $146.3M
+0.2% YoY
$197.3M
+5.5% YoY
$418.6M
+10.1% YoY
Bottom 8.5% in tier
Deposits $93.3M
+7.3% YoY-1.1% QoQ
$-107.4M $200.7M
+0.2% YoY
$341.6M
+4.3% YoY
$504.8M
+10.3% YoY
Bottom 5.4% 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 1.1%
+87.9% YoY+7.8% QoQ
+0.2% 0.9%
+12.5% YoY
1.0%
+38.1% YoY
1.2%
+121.4% YoY
70%
NIM 3.4%
+5.7% YoY+1.1% QoQ
-0.3% 3.7%
+4.5% YoY
3.2%
+7.0% YoY
3.8%
+2.3% YoY
33%
Efficiency Ratio 74.0%
-8.7% YoY-2.1% QoQ
-2.8% 76.7%
-0.8% YoY
73.0%
-3.2% YoY
83.0%
-5.3% YoY
38%
Delinquency Rate 0.1%
-69.7% YoY-21.5% QoQ
-0.8 0.9%
+6.6% YoY
1.3%
-1.1% YoY
1.3%
+2.6% YoY
Top 2.9% in tier
Loan To Share 59.5%
-9.6% YoY-3.8% QoQ
-12.0% 71.5%
-0.3% YoY
53.4%
-3.2% YoY
66.4%
-1.4% YoY
25%
AMR $24,166
+7.4% YoY-1.3% QoQ
$-940 $25,107
+3.2% YoY
$23,604
+3.8% YoY
$20,028
-0.9% YoY
56%
CD Concentration 26.7%
+20.5% YoY+9.4% QoQ
+2.2% 24.6% 25.0% 20.0% 50%
Indirect Auto % 14.0%
-24.5% YoY-3.7% QoQ
+0.4% 13.6% 4.8% 7.7% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#251 of 483 • Top 50.0% in tier

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

Why This Signature
AMR Growth (YoY): 7.41%
(Tier: 3.97%, National: 35.20%)
better than tier avg
483 of 1024 Mid-Small & Community CUs have this signature | 635 nationally
↑ Growing +52 CUs YoY | New qualifier

Concerns (3)

Membership Headwinds

decline
#175 of 549 • Bottom 50.0% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -3.91%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | New qualifier

Stagnation Risk

risk
#239 of 549 • Bottom 50.0% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -3.91%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -2.99%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.05%
(Tier: 0.87%, National: 1.26%)
but better than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | New qualifier

Institutional Decline

decline
#173 of 230 • Bottom 50.0% in tier

Both members and loans declining - the institution is contracting. Leadership is likely under pressure to reverse course.

Why This Signature
Total Assets: $103.94M
(Tier: $336.17M, National: $593.11M)
worse than tier avg
Member Growth (YoY): -3.91%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -2.99%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
230 of 1024 Mid-Small & Community CUs have this signature | 261 nationally
↓ Shrinking -49 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 (5 metrics)

30
Members Per Employee (MPE)
engagement
Value: 560.091
Peer Median: 310.924
#30 of 1024 Top 2.8% in 100M-500M tier
31
Total Delinquency Rate (60+ days)
risk
Value: 0.05%
Peer Median: 0.71%
#31 of 1024 Top 2.9% in 100M-500M tier
188
Asset Growth Rate
growth
Value: 7.94%
Peer Median: 4.12%
#188 of 1024 Top 18.3% in 100M-500M tier
196
AMR Growth Rate
growth
Value: 7.41%
Peer Median: 3.53%
#196 of 1024 Top 19.0% in 100M-500M tier
205
Deposit Growth Rate
growth
Value: 7.28%
Peer Median: 3.58%
#205 of 1024 Top 19.9% in 100M-500M tier

Top Weaknesses (8 metrics)

997
Total Assets
balance_sheet
Value: $103.94M
Peer Median: $196.38M
#997 of 1024 Bottom 2.7% in 100M-500M tier
969
Total Deposits
balance_sheet
Value: $93.34M
Peer Median: $170.77M
#969 of 1024 Bottom 5.5% in 100M-500M tier
949
Total Members
engagement
Value: 6,161
Peer Median: 13,128
#949 of 1024 Bottom 7.4% in 100M-500M tier
937
Total Loans
balance_sheet
Value: $55.55M
Peer Median: $124.04M
#937 of 1024 Bottom 8.6% in 100M-500M tier
880
Member Growth Rate
growth
Value: -3.91%
Peer Median: -0.03%
#880 of 1024 Bottom 14.2% in 100M-500M tier
878
Fee Income Per Member
profitability
Value: $97.62
Peer Median: $159.88
#878 of 1024 Bottom 14.4% in 100M-500M tier
849
Loan Growth Rate
growth
Value: -2.99%
Peer Median: 3.02%
#849 of 1024 Bottom 17.2% in 100M-500M tier
845
Net Worth Ratio
risk
Value: 9.45%
Peer Median: 11.71%
#845 of 1024 Bottom 17.6% in 100M-500M tier
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