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BlastPoint's Banking Scorecard

Heritage Bank

Micro Specialty: Other IA FDIC cert 18463

Designations: Community bank

Marion, IA

2498 banks in Micro tier nationally 167 in IA
View Micro leaderboard (IA) →

Heritage Bank faces 3 concerns requiring attention

Key Strengths

Areas where this bank excels compared to peers

No key strengths identified

Key Concerns

Areas that may need attention

  • - Return on Assets 1.68% below tier
  • - Net Interest Margin 1.23% below tier
  • - Efficiency Ratio 53.53% above tier

Core Metrics

As of 2025-Q4

Metric Current vs Tier Tier Avg State Avg (IA) National Avg Tier Percentile
Total Assets ? $38.6M
-5.1% YoY -2.1% QoQ
-$178.9M $217.5M
+2.3% YoY
$554.4M
+4.9% YoY
$5.9B
+6.5% YoY
Bottom 5% in tier
Total Loans ? $19.2M
-2.2% YoY -2.4% QoQ
-$120.0M $139.2M
+2.8% YoY
$379.4M
+5.5% YoY
$3.1B
+8.5% YoY
Bottom 6% in tier
Total Deposits ? $33.9M
-4.1% YoY +2.1% QoQ
-$149.7M $183.7M
+1.8% YoY
$463.0M
+4.7% YoY
$4.7B
+6.3% YoY
Bottom 6% in tier
Return on Assets ? -0.60%
-2.3% YoY +1.2% QoQ
-1.68% 1.08%
+14.7% YoY
1.18%
+29.0% YoY
1.12%
+15.6% YoY
Bottom 3% in tier
Net Interest Margin ? 2.62%
+0.8% YoY +1.4% QoQ
-1.23% 3.85%
+6.6% YoY
3.37%
+11.5% YoY
3.75%
+7.1% YoY
Bottom 7% in tier
Efficiency Ratio ? 121.25%
+0.7% YoY -0.9% QoQ
+53.53% 67.73%
-4.8% YoY
59.86%
-8.6% YoY
65.09%
-5.1% YoY
Bottom 2% in tier
Delinquency Rate ? 0.91%
+1.9% QoQ
+0.27% 0.64%
+24.4% YoY
0.57%
+48.1% YoY
0.66%
+20.3% YoY
31%
Loan-to-Deposit Ratio ? 56.54%
+2.0% YoY -4.5% QoQ
-17.99% 74.53%
+0.5% YoY
79.50%
+1.5% YoY
78.04%
+0.7% YoY
80%
Non-Interest-Bearing Deposit Share ? 24.74%
+14.0% YoY +6.2% QoQ
+2.35% 22.39%
-1.3% YoY
18.11%
-1.9% YoY
21.79%
-1.3% YoY
62%
Nonperforming Asset Ratio ? 0.45%
+1.6% QoQ
0 0.45%
+25.1% YoY
0.44%
+46.5% YoY
0.48%
+20.8% YoY
40%
Tier 1 Capital Ratio ? 17.22%
-1.4% QoQ
+8.37% 8.85%
-3.4% YoY
8.07%
-1.4% YoY
9.75%
-1.9% YoY
79%
Non-Interest Income / Assets ? 0.38%
+15.8% YoY +41.1% QoQ
-0.19% 0.56%
+0.3% YoY
0.46%
+1.9% YoY
0.65%
+0.6% YoY
52%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (3)

Return on Assets

metric
Bottom 3% in Micro
Why this stands out
Current: -0.60%
(Tier avg: 1.08%, National avg: 1.12%)

Net Interest Margin

metric
Bottom 7% in Micro
Why this stands out
Current: 2.62%
(Tier avg: 3.85%, National avg: 3.75%)

Efficiency Ratio

metric
Bottom 2% in Micro
Why this stands out
Current: 121.25%
(Tier avg: 67.73%, National avg: 65.09%)

Metric Rankings

How this bank ranks across all 12 tracked metrics. Switch cohort to compare against different peer sets.

Strengths: Metrics in the top 25% (75th percentile or higher) Concerns: Metrics in the bottom 25%

Comparing against 2498 peers in Micro tier

Top Strengths

80
Loan-to-Deposit Ratio
Current: 56.54% · Tier avg: 74.53%
80th pctile
79
Tier 1 Capital Ratio
Current: 17.22% · Tier avg: 8.85%
79th pctile
62
Non-Interest-Bearing Deposit Share
Current: 24.74% · Tier avg: 22.39%
62th pctile
52
Non-Interest Income / Assets
Current: 0.38% · Tier avg: 0.56%
52th pctile
40
Nonperforming Asset Ratio
Current: 0.45% · Tier avg: 0.45%
40th pctile
31
Delinquency Rate
Current: 0.91% · Tier avg: 0.64%
31th pctile
7
Net Interest Margin
Current: 2.62% · Tier avg: 3.85%
7th pctile
6
Total Loans
Current: $19.2M · Tier avg: $139.2M
6th pctile
6
Total Deposits
Current: $33.9M · Tier avg: $183.7M
6th pctile
5
Total Assets
Current: $38.6M · Tier avg: $217.5M
5th pctile
3
Return on Assets
Current: -0.60% · Tier avg: 1.08%
3th pctile
2
Efficiency Ratio
Current: 121.25% · Tier avg: 67.73%
2th pctile

Top Weaknesses

2
Efficiency Ratio
Current: 121.25% · Tier avg: 67.73%
2th pctile
3
Return on Assets
Current: -0.60% · Tier avg: 1.08%
3th pctile
5
Total Assets
Current: $38.6M · Tier avg: $217.5M
5th pctile
6
Total Deposits
Current: $33.9M · Tier avg: $183.7M
6th pctile
6
Total Loans
Current: $19.2M · Tier avg: $139.2M
6th pctile
7
Net Interest Margin
Current: 2.62% · Tier avg: 3.85%
7th pctile
31
Delinquency Rate
Current: 0.91% · Tier avg: 0.64%
31th pctile
40
Nonperforming Asset Ratio
Current: 0.45% · Tier avg: 0.45%
40th pctile
52
Non-Interest Income / Assets
Current: 0.38% · Tier avg: 0.56%
52th pctile
62
Non-Interest-Bearing Deposit Share
Current: 24.74% · Tier avg: 22.39%
62th pctile
79
Tier 1 Capital Ratio
Current: 17.22% · Tier avg: 8.85%
79th pctile
80
Loan-to-Deposit Ratio
Current: 56.54% · Tier avg: 74.53%
80th pctile
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