12-Month Rolling ROA as of August 2026.

Non-interest income as of August 2026.

Net income YTD as of August 2026.

Annualized Operating Expenses / Average Assets as of August 2026.

Efficiency Ratio (Annualized Operating Expense / Annualized Gross Income) as of August 2026.

Assets/FTE as of August 2026.

of members surveyed report bold dreams for their future (as of the most recent survey results).

of members who report that they believe orsa will follow through on its commitments and promises (as of the most recent survey results).

of parent members surveyed reporting confidence due to orsa (from Spring survey season-May 2026).

of members who report the suite of financial services meet their needs (as of the most recent survey results).

of members who report use of multiple orsa tools as a reason for enhanced financial well-being (as of the most recent survey results).

of members who report that they tell others and recommend orsa credit union (as of the most recent survey results).

of members who report that orsa language is easy to understand (as of the most recent survey results).

Baseline in development

Average number of products (shares, loans, debit cards, Lumin enrollment) per member as of August 2026.

of members have an orsa mortgage as of August 2026.

of members in northern Michigan zip codes have an orsa mortgage as of August 2026.

of members over 30 have an orsa mortgage as of August 2026.

of members age 6-17 subscribed as of August 2026.

of members in Detroit zip codes have an orsa mortgage as of August 2026.

of members who are women of color in Detroit zip codes have an orsa mortgage as of August 2026.

Recognition rate for orsa credit union among aided respondents as of Q2 2026. *Note that this is only run 3x a year. We should have the last update for the year by end-of-month October 2026.

YTD as of August 2026.

YTD as of August 2026 (excluding Indirect).

of orsa members have a checking share as of August 2026.

of members with direct deposit as of August 2026. *Note that orsa's definition of direct deposit changed in August 2026.

of members exceed the $6,240 average savings benchmark as of August 2026.

average score for an orsa member as of August 2026.

of members 13+ are active digital banking users as of August 2026.

of members are utilizing multiple financial tools (tools include CloseEnuff, Lumin, SavvyMoney, and Debbie) as of August 2026.

Net Promoter Score (NPS) YTD as of the most recent survey results.

Members/FTE as of August 2026.