EDUCATIONAL SYSTEMS

Charter #10696 | MD

1B-3B (304 CUs) Mid-Market (380 CUs)
6 1B-3B in MD

EDUCATIONAL SYSTEMS has 6 strengths but faces 4 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Emerging Performer: Top 10.0% in tier
  • + Organic Growth Engine: Top 22.0% in tier
  • + Wallet Share Momentum: Top 26.9% in tier
  • + Relationship Depth Leader: Top 29.9% in tier
  • + ROA 0.04% above tier average
  • + Net Interest Margin 0.08% above tier average

Key Concerns

Areas that may need attention

  • - Growth-at-Risk: Bottom 11.5% in tier
  • - Credit Quality Pressure: Bottom 14.9% in tier
  • - Indirect Auto Dependency: Bottom 20.0% in tier
  • - Efficiency ratio 1.09% above tier (higher cost structure)

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (MD) National Avg Tier Percentile
Members 92,890
+3.6% YoY+1.8% QoQ
-5.8K 98,678
-1.9% YoY
34,720
+7.7% YoY
33,089
+6.1% YoY
53rd in tier
Assets $1.3B
+0.7% YoY-1.8% QoQ
$-437.5M $1.7B
+0.5% YoY
$624.1M
+9.4% YoY
$547.7M
+7.8% YoY
29th in tier
Loans $944.3M
+8.6% YoY+4.8% QoQ
$-288.7M $1.2B
+0.5% YoY
$452.1M
+10.3% YoY
$388.7M
+8.6% YoY
32nd in tier
Deposits $1.1B
+4.7% YoY-2.1% QoQ
$-336.1M $1.5B
+1.3% YoY
$528.8M
+10.3% YoY
$464.6M
+9.3% YoY
34th in tier
ROA 0.7%
-15.7% YoY-6.1% QoQ
+0.0% 0.7%
+13.4% YoY
0.6%
+23.1% YoY
0.7%
+273.4% YoY
59th in tier
NIM 3.3%
+2.0% YoY+2.1% QoQ
+0.1% 3.3%
+9.3% YoY
3.5%
+4.2% YoY
3.7%
+5.0% YoY
55th in tier
Efficiency Ratio 75.1%
+1.0% YoY+0.9% QoQ
+1.1% 74.0%
-10.9% YoY
78.6%
-6.6% YoY
79.1%
-3.3% YoY
53rd in tier
Delinquency Rate 0.4%
+38.4% YoY+7.9% QoQ
-0.4 0.8%
+6.1% YoY
1.2%
+5.3% YoY
1.2%
-0.9% YoY
25th in tier
Loan To Share 84.5%
+3.7% YoY+7.1% QoQ
-0.7% 85.2%
-0.8% YoY
65.0%
-0.2% YoY
68.0%
-1.7% YoY
39th in tier
AMR $22,204
+2.8% YoY-0.8% QoQ
$-7K $29,172
+2.8% YoY
$20,685
+4.6% YoY
$19,418
+1.3% YoY
Bottom 15.8% in tier
CD Concentration 26.0%
+13.6% YoY+2.8% QoQ
-3.0% 29.0%
+0.8% YoY
20.4%
+10.6% YoY
19.6%
+6.2% YoY
38th in tier
Indirect Auto % 35.9%
+3.8% YoY+2.7% QoQ
+17.1% 18.8%
-2.8% YoY
7.4%
+4.0% YoY
7.9%
-2.9% YoY
Top 15.8% in tier

Signature Analysis

Strengths (4)

Emerging Performer

growth
#54 of 184 • Top 10.0% in tier

Profitable credit union with positive returns. May represent growth potential worth exploring.

Why This Signature
Return on Assets: 0.74%
(Tier: 0.71%, National: 0.71%)
better than tier avg
Member Growth (YoY): 3.57%
(Tier: 3.18%, National: 9.37%)
better than tier avg
184 of 380 Mid-Market CUs have this signature | 852 nationally
↑ Growing +18 CUs YoY | Rank worsening

Organic Growth Engine

growth
#160 of 246 • Top 22.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 3.57%
(Tier: 3.18%, National: 9.37%)
better than tier avg
Return on Assets: 0.74%
(Tier: 0.71%, National: 0.71%)
better than tier avg
Indirect Auto %: 35.88%
(Tier: 18.80%, National: 7.90%)
but worse than tier avg
246 of 380 Mid-Market CUs have this signature | 917 nationally
↑ Growing +14 CUs YoY | Rank improving

Wallet Share Momentum

growth
#195 of 264 • Top 26.9% in tier

Average member relationship growing year-over-year. Members are deepening their engagement.

Why This Signature
AMR Growth (YoY): 2.80%
(Tier: 3.04%, National: 4.19%)
but worse than tier avg
264 of 380 Mid-Market CUs have this signature | 1330 nationally
↑ Growing +60 CUs YoY | New qualifier

Relationship Depth Leader

growth
#217 of 264 • Top 29.9% in tier

Average member relationship growing year-over-year. Increasing engagement suggests members are consolidating more business here.

Why This Signature
AMR Growth (YoY): 2.80%
(Tier: 3.04%, National: 4.19%)
but worse than tier avg
Share Draft per Member: $2.5K
(Tier: $3.1K, National: $2.0K)
but worse than tier avg
264 of 380 Mid-Market CUs have this signature | 1330 nationally
↑ Growing +60 CUs YoY | New qualifier

Concerns (3)

Growth-at-Risk

risk
#65 of 161 • Bottom 11.5% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

Why This Signature
Loan Growth (YoY): 8.60%
(Tier: 6.14%, National: 36.38%)
but better than tier avg
Delinquency Change (YoY): 0.12% points
(Tier: 0.07% points, National: 0.07% points)
worse than tier avg
161 of 380 Mid-Market CUs have this signature | 646 nationally
↓ Shrinking -30 CUs YoY | New qualifier

Credit Quality Pressure

risk
#115 of 217 • Bottom 14.9% in tier

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

Why This Signature
Delinquency Change (YoY): 0.12% points
(Tier: 0.07% points, National: 0.07% points)
worse than tier avg
217 of 380 Mid-Market CUs have this signature | 1002 nationally
↓ Shrinking -70 CUs YoY | New qualifier

Indirect Auto Dependency

risk
#124 of 202 • Bottom 20.0% in tier

Significant portion of loan portfolio in indirect auto (>15%). This concentration creates dependency on dealer relationships.

Why This Signature
Asset Growth (YoY): 0.73%
(Tier: 5.36%, National: 3.04%)
worse than tier avg
Indirect Auto %: 35.88%
(Tier: 18.80%, National: 7.90%)
worse than tier avg
Member Growth (YoY): 3.57%
(Tier: 3.18%, National: 9.37%)
but better than tier avg
202 of 380 Mid-Market CUs have this signature | 768 nationally
↓ Shrinking -7 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 304 peers in tier

Top Strengths (1 metrics)

67
Members Per Employee (MPE)
engagement
Value: 420.317
Peer Avg: 364.953
#67 of 304 Top 21.7% in 1B-3B tier

Top Weaknesses (4 metrics)

259
Indirect Auto Concentration (%)
balance_sheet
Value: 35.88%
Peer Avg: 18.32%
#259 of 304 Bottom 15.1% in 1B-3B tier
256
Average Member Relationship (AMR)
engagement
Value: $22,204
Peer Avg: $29,172
#256 of 304 Bottom 16.1% in 1B-3B tier
246
Loan-to-Member Ratio (LMR)
engagement
Value: $10,166
Peer Avg: $13,213
#246 of 304 Bottom 19.4% in 1B-3B tier
232
Asset Growth Rate
growth
Value: 0.73%
Peer Avg: 4.83%
#232 of 304 Bottom 24.0% in 1B-3B tier