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DIRECT

Charter #9071 · MA

Community 750M-1B
111 CUs in 750M-1B nationally 6 in MA
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DIRECT has 4 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 63.1% in tier
  • + Loan-to-Share Ratio: Top 0.1% in tier
  • + Loan-to-Member Ratio (LMR): Top 0.9% in tier
  • + Average Member Relationship (AMR): Top 2.7% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 0.5% in tier
  • - Efficiency Drag: Bottom 13.2% in tier
  • - ROA 0.66% below tier average
  • - Efficiency ratio 14.21% above tier (higher cost structure)
  • - Net Interest Margin (NIM): Bottom 2.7% in tier
  • - Total Members: Bottom 3.6% in tier
  • - Fee Income Per Member: Bottom 7.2% in tier
  • - Total Deposits: Bottom 7.2% 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 111 credit unions with $750M-$1B in assets nationally, and 1 of 6 that size in Massachusetts.
  • Shares and deposits +0.9% year over year ($622M in shares and deposits).
  • Membership: 23,736 members, -0.4% vs a year ago.
  • Delinquency rate 0.36%.
  • Return on assets 0.19%.
  • Efficiency ratio 88.75% vs a 74.54% peer average.
  • Loan-to-share ratio 114.07% vs a 82.60% 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 (MA) National Avg Tier Percentile
Members 23,736
-0.4% YoY+0.8% QoQ
-28.7K 52,482
+1.3% YoY
18,780
+3.1% YoY
34,678
+6.6% YoY
Bottom 2.7% in tier
Assets $794.7M
+0.8% YoY+0.6% QoQ
$-69.2M $863.9M
+0.5% YoY
$364.5M
+6.9% YoY
$593.1M
+10.2% YoY
18%
Loans $709.6M
+2.6% YoY+2.0% QoQ
+$101.8M $607.8M
+2.1% YoY
$274.7M
+7.2% YoY
$418.6M
+10.1% YoY
78%
Deposits $622.0M
+0.9% YoY+0.7% QoQ
$-117.9M $739.9M
+0.2% YoY
$301.2M
+8.1% YoY
$504.8M
+10.3% YoY
Bottom 6.3% 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 0.2%
-151.8% YoY-293.2% QoQ
-0.7% 0.8%
+30.4% YoY
0.7%
+12.3% YoY
1.2%
+121.4% YoY
Bottom 7.2% in tier
NIM 2.3%
+23.6% YoY+3.3% QoQ
-1.2% 3.5%
+6.2% YoY
3.3%
+1.4% YoY
3.8%
+2.3% YoY
Bottom 1.8% in tier
Efficiency Ratio 88.8%
-24.5% YoY-9.7% QoQ
+14.2% 74.5%
-1.4% YoY
80.1%
-1.4% YoY
83.0%
-5.3% YoY
Bottom 6.3% in tier
Delinquency Rate 0.4%
-26.8% YoY-10.3% QoQ
-0.4 0.8%
+1.0% YoY
0.8%
-7.5% YoY
1.3%
+2.6% YoY
18%
Loan To Share 114.1%
+1.7% YoY+1.3% QoQ
+31.5% 82.6%
+1.9% YoY
71.9%
-1.9% YoY
66.4%
-1.4% YoY
Top 0.9% in tier
AMR $56,099
+2.2% YoY+0.6% QoQ
+$27K $28,702
+0.4% YoY
$25,615
+4.4% YoY
$20,028
-0.9% YoY
Top 3.6% in tier
CD Concentration 35.9%
-1.6% YoY+4.6% QoQ
+11.4% 24.6% 25.4% 20.0% Top 13.8% in tier
Indirect Auto % 11.8%
+2.2% YoY+6.3% QoQ
-1.8% 13.6% 2.4% 7.7% 57%

Signature Analysis

Strengths (1)

Relationship Depth Leader

growth
#224 of 262 • Top 63.1% 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): 2.23%
(Tier: 3.97%, National: 35.20%)
but worse than tier avg
Share Draft per Member: $3.4K
(Tier: $2.9K, National: $2.1K)
better than tier avg
262 of 276 Community CUs have this signature | 354 nationally
↑ Growing +11 CUs YoY | Rank worsening

Concerns (2)

Liquidity Strain

risk
#44 of 224 • Bottom 0.5% in tier

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

Why This Signature
Loan-to-Share Ratio: 114.07%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 2.62%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
224 of 276 Community CUs have this signature | 432 nationally
↓ Shrinking -11 CUs YoY | Rank improving

Efficiency Drag

risk
#152 of 531 • Bottom 13.2% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 88.75%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): 0.54% points
(Tier: 0.10% points, National: 0.47% points)
but better than tier avg
Member Growth (YoY): -0.42%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
608 nationally
↓ Shrinking -37 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 111 peers in tier

Top Strengths (6 metrics)

1
Loan-to-Share Ratio
balance_sheet
Value: 114.07%
Peer Median: 84.77%
#1 of 111 Top 0.1% in 750M-1B tier
2
Loan-to-Member Ratio (LMR)
engagement
Value: $29,894
Peer Median: $11,611
#2 of 111 Top 0.9% in 750M-1B tier
4
Average Member Relationship (AMR)
engagement
Value: $56,099
Peer Median: $26,161
#4 of 111 Top 2.7% in 750M-1B tier
20
Net Charge-Off Rate
risk
Value: 0.16%
Peer Median: 0.47%
#20 of 111 Top 17.1% in 750M-1B tier
21
Total Delinquency Rate (60+ days)
risk
Value: 0.36%
Peer Median: 0.60%
#21 of 111 Top 18.0% in 750M-1B tier
24
Total Loans
balance_sheet
Value: $709.56M
Peer Median: $626.83M
#24 of 111 Top 20.7% in 750M-1B tier

Top Weaknesses (11 metrics)

109
Net Interest Margin (NIM)
profitability
Value: 2.27%
Peer Median: 3.51%
#109 of 111 Bottom 2.7% in 750M-1B tier
108
Total Members
engagement
Value: 23,736
Peer Median: 52,842
#108 of 111 Bottom 3.6% in 750M-1B tier
105
Efficiency Ratio
profitability
Value: 88.75%
Peer Median: 75.82%
#105 of 111 Bottom 6.3% in 750M-1B tier
104
Fee Income Per Member
profitability
Value: $97.12
Peer Median: $197.29
#104 of 111 Bottom 7.2% in 750M-1B tier
104
Total Deposits
balance_sheet
Value: $622.01M
Peer Median: $737.84M
#104 of 111 Bottom 7.2% in 750M-1B tier
103
Return on Assets (ROA)
profitability
Value: 0.19%
Peer Median: 0.81%
#103 of 111 Bottom 8.1% in 750M-1B tier
96
Asset Growth Rate
growth
Value: 0.77%
Peer Median: 4.77%
#96 of 111 Bottom 14.4% in 750M-1B tier
96
Share Certificate Concentration (%)
balance_sheet
Value: 35.93%
Peer Median: 27.05%
#96 of 111 Bottom 14.4% in 750M-1B tier
94
Deposit Growth Rate
growth
Value: 0.89%
Peer Median: 4.45%
#94 of 111 Bottom 16.2% in 750M-1B tier
91
Total Assets
balance_sheet
Value: $794.73M
Peer Median: $860.94M
#91 of 111 Bottom 18.9% in 750M-1B tier
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