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KATAHDIN

Charter #9348 · ME

100M-500M
1070 CUs in 100M-500M nationally 32 in ME

KATAHDIN has 3 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.49% above tier average
  • + Net Interest Margin 0.66% above tier average
  • + Net Worth Ratio: Top 8.9% in tier

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 50.0% in tier
  • - Stagnation Risk: Bottom 50.0% in tier
  • - Indirect Auto Dependency: Bottom 50.0% in tier
  • - Margin Compression: Bottom 50.0% in tier
  • - Membership Headwinds: Bottom 50.0% in tier
  • - Liquidity Overhang: Bottom 50.0% in tier
  • - Institutional Decline: Bottom 50.0% in tier
  • - Total Deposits: Bottom 5.1% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (ME) National Avg Tier Percentile
Members 7,856
-1.6% YoY+0.0% QoQ
-7.3K 15,145
-2.5% YoY
16,050
+1.9% YoY
33,913
+5.7% YoY
17%
Assets $109.7M
+4.9% YoY+1.8% QoQ
$-122.0M $231.7M
+0.8% YoY
$279.7M
+5.3% YoY
$578.3M
+9.0% YoY
Bottom 6.9% in tier
Loans $71.0M
-2.6% YoY-1.7% QoQ
$-73.1M $144.1M
+0.2% YoY
$190.6M
+4.6% YoY
$402.4M
+8.7% YoY
18%
Deposits $91.6M
+4.2% YoY+1.8% QoQ
$-109.5M $201.1M
+0.4% YoY
$245.5M
+5.2% YoY
$494.3M
+9.1% YoY
Bottom 5.0% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.2%
-15.6% YoY-4.8% QoQ
+0.5% 0.7%
+5.1% YoY
0.8%
+5.6% YoY
0.4%
-39.2% YoY
80%
NIM 4.3%
+0.1% YoY-1.1% QoQ
+0.7% 3.6%
+4.6% YoY
3.5%
+1.0% YoY
3.8%
+4.1% YoY
Top 14.8% in tier
Efficiency Ratio 75.5%
+5.6% YoY+3.6% QoQ
-2.6% 78.0%
-1.7% YoY
77.8%
-1.1% YoY
84.6%
+2.8% YoY
39%
Delinquency Rate 0.8%
+46.3% YoY-24.9% QoQ
+0.0 0.8%
+7.1% YoY
0.7%
+13.3% YoY
1.2%
+3.4% YoY
63%
Loan To Share 77.5%
-6.5% YoY-3.4% QoQ
+7.1% 70.4%
-0.4% YoY
72.9%
-1.6% YoY
65.6%
-1.4% YoY
62%
AMR $20,702
+2.8% YoY+0.3% QoQ
$-4K $24,918
+2.7% YoY
$25,927
+3.7% YoY
$19,920
+1.6% YoY
36%
CD Concentration 24.2%
+4.9% YoY+3.3% QoQ
-0.1% 24.3% 25.4% 19.8% 50%
Indirect Auto % 22.1%
-1.6% YoY-0.2% QoQ
+8.3% 13.8% 16.4% 7.7% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (7)

Credit Quality Pressure

risk
#292 of 727 • Bottom 50.0% in tier

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

Why This Signature
Delinquency Change (YoY): 0.24% points
(Tier: 0.03% points, National: 0.12% points)
worse than tier avg
727 of 1070 Mid-Small & Community CUs have this signature | 1013 nationally
↓ Shrinking -60 CUs YoY | New qualifier

Stagnation Risk

risk
#259 of 570 • 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): -1.62%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): -2.58%
(Tier: 4.14%, National: 1.74%)
worse than tier avg
Delinquency Rate: 0.77%
(Tier: 0.76%, National: 1.19%)
worse than tier avg
570 of 1070 Mid-Small & Community CUs have this signature | 676 nationally
→ No prior data (570 CUs now) | New qualifier

Indirect Auto Dependency

risk
#279 of 504 • 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): 4.94%
(Tier: 4.68%, National: 1663.40%)
but better than tier avg
Indirect Auto %: 22.12%
(Tier: 13.80%, National: 7.73%)
worse than tier avg
Member Growth (YoY): -1.62%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
504 of 1070 Mid-Small & Community CUs have this signature | 745 nationally
↓ Shrinking -29 CUs YoY | Rank improving

Margin Compression

decline
#88 of 133 • Bottom 50.0% in tier

Profitability above 0.75% ROA but margins eroding by at least 0.10%. Something changed - rising costs or falling yields need addressing.

Why This Signature
Return on Assets: 1.22%
(Tier: 0.72%, National: 0.39%)
but better than tier avg
ROA (Prior Year): 1.44%
(Tier: 0.67%, National: 0.75%)
but better than tier avg
ROA Change (YoY): -0.22% points
(Tier: 0.05% points, National: -0.45% points)
worse than tier avg
133 of 1070 Mid-Small & Community CUs have this signature | 162 nationally
→ No prior data (133 CUs now) | New qualifier

Membership Headwinds

decline
#416 of 570 • 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): -1.62%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
570 of 1070 Mid-Small & Community CUs have this signature | 676 nationally
→ No prior data (570 CUs now) | New qualifier

Liquidity Overhang

risk
#107 of 126 • Bottom 50.0% in tier

Exceptional capital position (>16%, top quartile). Strong fundamentals—opportunity to deploy capital more productively.

Why This Signature
Net Worth Ratio: 16.57%
(Tier: 11.91%, National: 14.35%)
but better than tier avg
Loan-to-Share Ratio: 77.55%
(Tier: 72.31%, National: 65.58%)
but better than tier avg
126 of 1070 Mid-Small & Community CUs have this signature | 143 nationally
↑ Growing +19 CUs YoY | New qualifier

Institutional Decline

decline
#239 of 250 • 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: $109.73M
(Tier: $334.04M, National: $578.34M)
worse than tier avg
Member Growth (YoY): -1.62%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): -2.58%
(Tier: 4.14%, National: 1.74%)
worse than tier avg
250 of 1070 Mid-Small & Community CUs have this signature | 289 nationally
→ No prior data (250 CUs now) | 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 1070 peers in tier

Top Strengths (3 metrics)

96
Net Worth Ratio
risk
Value: 16.57%
Peer Median: 11.45%
#96 of 1070 Top 8.9% in 100M-500M tier
158
Net Interest Margin (NIM)
profitability
Value: 4.29%
Peer Median: 3.62%
#158 of 1070 Top 14.7% in 100M-500M tier
215
Return on Assets (ROA)
profitability
Value: 1.22%
Peer Median: 0.69%
#215 of 1070 Top 20.0% in 100M-500M tier

Top Weaknesses (7 metrics)

1016
Total Deposits
balance_sheet
Value: $91.60M
Peer Median: $171.29M
#1016 of 1070 Bottom 5.1% in 100M-500M tier
996
Total Assets
balance_sheet
Value: $109.73M
Peer Median: $196.57M
#996 of 1070 Bottom 7.0% in 100M-500M tier
889
Total Members
engagement
Value: 7,856
Peer Median: 13,200
#889 of 1070 Bottom 17.0% in 100M-500M tier
882
Total Loans
balance_sheet
Value: $71.03M
Peer Median: $121.41M
#882 of 1070 Bottom 17.7% in 100M-500M tier
864
Loan Growth Rate
growth
Value: -2.58%
Peer Median: 2.93%
#864 of 1070 Bottom 19.3% in 100M-500M tier
842
Fee Income Per Member
profitability
Value: $103.70
Peer Median: $154.95
#842 of 1070 Bottom 21.4% in 100M-500M tier
809
Indirect Auto Concentration (%)
balance_sheet
Value: 22.12%
Peer Median: 6.61%
#809 of 1070 Bottom 24.5% in 100M-500M tier
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