UPSTATE TELCO

Charter #10746 | NY

<100M (2596 CUs) Micro
188 <100M in NY

UPSTATE TELCO has 8 strengths but faces 2 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 1.42% above tier average
  • + Net Interest Margin 1.00% above tier average
  • + Strong member growth: 17.4% YoY
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + First Mortgage Concentration (%): Top 0.0% in tier
  • + Share Certificate Concentration (%): Top 0.0% in tier
  • + Member Growth Rate: Top 2.1% in tier
  • + Net Charge-Off Rate: Top 4.0% in tier

Key Concerns

Areas that may need attention

  • - Efficiency ratio 13.48% above tier (higher cost structure)
  • - AMR Growth Rate: Bottom 2.9% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (NY) National Avg Tier Percentile
Members 527
+17.4% YoY-0.8% QoQ
-2.1K 2,625
-2.2% YoY
25,964
+5.4% YoY
33,089
+6.1% YoY
Bottom 14.6% in tier
Assets $4.2M
-1.6% YoY-1.0% QoQ
$-25.6M $29.9M
+1.1% YoY
$471.3M
+6.4% YoY
$547.7M
+7.8% YoY
Bottom 16.8% in tier
Loans $1.1M
+0.9% YoY+0.1% QoQ
$-14.7M $15.8M
-2.4% YoY
$316.5M
+7.1% YoY
$388.7M
+8.6% YoY
Bottom 11.9% in tier
Deposits $3.5M
-4.6% YoY-2.2% QoQ
$-22.0M $25.5M
+0.4% YoY
$400.0M
+7.6% YoY
$464.6M
+9.3% YoY
Bottom 17.7% in tier
ROA 2.1%
-192.6% YoY-7.7% QoQ
+1.4% 0.7%
-731.4% YoY
0.9%
+294.0% YoY
0.7%
+273.4% YoY
Top 7.6% in tier
NIM 4.9%
-5.0% YoY+0.7% QoQ
+1.0% 3.9%
+3.8% YoY
3.6%
+5.0% YoY
3.7%
+5.0% YoY
Top 15.7% in tier
Efficiency Ratio 94.9%
+25.5% YoY+6.2% QoQ
+13.5% 81.4%
-2.4% YoY
80.1%
-6.2% YoY
79.1%
-3.3% YoY
Top 16.3% in tier
Delinquency Rate 0.4%
-82.8% YoY-35.7% QoQ
-1.1 1.5%
-2.0% YoY
1.7%
-8.3% YoY
1.2%
-0.9% YoY
39th in tier
Loan To Share 30.6%
+5.7% YoY+2.3% QoQ
-30.7% 61.2%
-3.0% YoY
61.5%
-2.3% YoY
68.0%
-1.7% YoY
Bottom 10.6% in tier
AMR $8,621
-17.6% YoY-0.9% QoQ
$-6K $14,627
-2.7% YoY
$19,040
-21.7% YoY
$19,418
+1.3% YoY
Bottom 22.1% in tier
CD Concentration 0.0% -24.4% 24.4%
+4.2% YoY
15.9%
+8.4% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 0.0% -14.0% 14.0%
-5.8% YoY
2.6%
-3.7% YoY
7.9%
-2.9% YoY
50th in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (0)

No concerns identified

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 2596 peers in tier

Top Strengths (7 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 2.84%
#1 of 2596 Top 0.0% in <100M tier
1
First Mortgage Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 14.49%
#1 of 2596 Top 0.0% in <100M tier
1
Share Certificate Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 15.37%
#1 of 2596 Top 0.0% in <100M tier
56
Member Growth Rate
growth
Value: 17.37%
Peer Avg: 14.92%
#56 of 2596 Top 2.1% in <100M tier
105
Net Charge-Off Rate
risk
Value: -0.12%
Peer Avg: 0.57%
#105 of 2596 Top 4.0% in <100M tier
196
Return on Assets (ROA)
profitability
Value: 2.10%
Peer Avg: 0.68%
#196 of 2596 Top 7.5% in <100M tier
408
Net Interest Margin (NIM)
profitability
Value: 4.93%
Peer Avg: 3.93%
#408 of 2596 Top 15.7% in <100M tier

Top Weaknesses (11 metrics)

2522
AMR Growth Rate
growth
Value: -17.65%
Peer Avg: 4.67%
#2522 of 2596 Bottom 2.9% in <100M tier
2318
Loan-to-Share Ratio
balance_sheet
Value: 30.55%
Peer Avg: 61.23%
#2318 of 2596 Bottom 10.7% in <100M tier
2287
Total Loans
balance_sheet
Value: $1.06M
Peer Avg: $15.77M
#2287 of 2596 Bottom 11.9% in <100M tier
2260
Loan-to-Member Ratio (LMR)
engagement
Value: $2,017
Peer Avg: $5,488
#2260 of 2596 Bottom 13.0% in <100M tier
2215
Total Members
engagement
Value: 527
Peer Avg: 2,626
#2215 of 2596 Bottom 14.7% in <100M tier
2175
Efficiency Ratio
profitability
Value: 94.87%
Peer Avg: 81.39%
#2175 of 2596 Bottom 16.3% in <100M tier
2173
Fee Income Per Member
profitability
Value: $7.13
Peer Avg: $182.96
#2173 of 2596 Bottom 16.3% in <100M tier
2159
Total Assets
balance_sheet
Value: $4.22M
Peer Avg: $29.86M
#2159 of 2596 Bottom 16.9% in <100M tier
2137
Total Deposits
balance_sheet
Value: $3.48M
Peer Avg: $25.45M
#2137 of 2596 Bottom 17.7% in <100M tier
2102
Deposit Growth Rate
growth
Value: -4.56%
Peer Avg: 16.80%
#2102 of 2596 Bottom 19.1% in <100M tier