Heritage Bank (IA)

Popular Accounts at this Bank

APY	ACCOUNT TYPE	HOW THEY COMPARE
0.15%	Savings	2.10% - American Express National Bank High Yield Savings Account
2.05%	3-year CD	1.83% - National Average
0.35%	Money Market	2.10% - American Express National Bank High Yield Savings Account

View all Heritage Bank (IA) rates »

Overview / Commentary

heritagemarion.bank

319-373-5400

695 Marion Boulevard
Marion, IA 52302

Heritage Bank (IA) is headquartered in Marion and is the 272^nd largest bank in the state of Iowa. It is also the 5,222^nd largest bank in the nation. It was established in 1899 and as of September of 2018, it had grown to 7 employees at 3 locations. Heritage Bank (IA) has a C- health rating.

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Health

C-

Data as of Q3 2018

Learn why bank health matters

Additional Factors: Institutions with a small asset base, a short operating history, or negative return on equity can represent an instability risk beyond what their financial ratios indicate. Heritage Bank (IA) has a low asset base.

Health Grade Components

Overall
FDIC Certificate #	18463
Year Established	1899
Employees	7
Primary Regulator	FDIC

Profit Margin
Return on Assets - YTD	0.12%
Return on Equity - YTD	1.25%
Annual Interest Income	$1.1MM

Assets and Liabilities
Assets	Q3 2018vs Q3 2017	$35.3MM$36.8MM
Loans	Q3 2018vs Q3 2017	$20.0MM$20.7MM
Deposits	Q3 2018vs Q3 2017	$30.4MM$31.1MM
Equity Capital	Q3 2018vs Q3 2017	$3.2MM$3.5MM
Loan Loss Allowance	Q3 2018vs Q3 2017	$104.00K$119.00K
Unbacked Noncurrent Loans	Q3 2018vs Q3 2017	$99.00K$8.00K
Real Estate Owned	Q3 2018vs Q3 2017	$659.00K$0

Rates

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Savings
Money Market
Checking
CD

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Heritage Bank (IA) Savings Account Rates

APY	MIN	MAX	ACCOUNT NAME	VIEW DETAILS
0.15%	-	-	Savings Account

Heritage Bank (IA) Money Market Rates

APY	MIN	MAX	ACCOUNT NAME	VIEW DETAILS
0.35%^*	$10k^*	-	Money Market Investment Account
OTHER TIERS: 0.15% → $2.5k - $10k

Heritage Bank (IA) Checking Account Rates

APY	MIN	MAX	ACCOUNT NAME	VIEW DETAILS
0.10%	$500	-	NOW Account

Heritage Bank (IA) CD Rates

APY	MIN	MAX	ACCOUNT NAME
2.05%^*	$25k^*	-	33 Month CD Special
OTHER TIERS: 1.85% → $1k - $25k
1.80%^*	$25k^*	-	20 Month CD Special
OTHER TIERS: 1.60% → $1k - $25k

Locations

Heritage Bank (IA) Locations
Hiawatha Branch	2250 Blairs Ferry Road	Hiawatha, IA 52233
Delhi Branch	402 Franklin	Delhi, IA 52223
Heritage Bank	695 Marion Boulevard	Marion, IA 52302

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