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SERVU

Charter #10933 · NY

Community 500M-750M
165 CUs in 500M-750M nationally 6 in NY
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SERVU has 8 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Engine: Top 2.4% in tier
  • + Organic Growth Leader: Top 2.4% in tier
  • + ROA 0.59% above tier average
  • + Net Interest Margin 0.50% above tier average
  • + Strong member growth: 13.2% YoY
  • + Member Growth Rate: Top 2.4% in tier
  • + Net Worth Ratio: Top 7.3% in tier
  • + Share Certificate Concentration (%): Top 9.1% in tier

Key Concerns

Areas that may need attention

  • - Shrinking Wallet Share: Bottom 96.3% in tier
  • - AMR Growth Rate: Bottom 2.4% in tier
  • - Average Member Relationship (AMR): Bottom 7.3% in tier

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 165 credit unions with $500M-$750M in assets nationally, and 1 of 6 that size in New York.
  • Shares and deposits +5.9% year over year ($446M in shares and deposits).
  • Membership: 43,851 members, +13.2% vs a year ago.
  • Delinquency rate 0.47%.
  • Return on assets 1.41%.
  • Efficiency ratio 67.83% vs a 76.56% peer average.
  • Loan-to-share ratio 86.13% vs a 79.33% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (NY) National Avg Tier Percentile
Members 43,851
+13.2% YoY+0.9% QoQ
+6.0K 37,897
-5.0% YoY
27,051
+5.9% YoY
34,678
+6.6% YoY
72%
Assets $529.2M
+6.0% YoY+2.0% QoQ
$-93.2M $622.4M
+0.6% YoY
$505.5M
+8.1% YoY
$593.1M
+10.2% YoY
Bottom 14.5% in tier
Loans $384.2M
+8.9% YoY+2.6% QoQ
$-44.3M $428.5M
-0.7% YoY
$338.7M
+9.1% YoY
$418.6M
+10.1% YoY
28%
Deposits $446.1M
+5.9% YoY+1.9% QoQ
$-93.7M $539.8M
+0.9% YoY
$431.4M
+8.2% YoY
$504.8M
+10.3% YoY
Bottom 10.3% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 1.4%
+59.0% YoY+1.3% QoQ
+0.6% 0.8%
+39.5% YoY
1.2%
+60.1% YoY
1.2%
+121.4% YoY
Top 9.7% in tier
NIM 4.0%
+7.7% YoY-2.7% QoQ
+0.5% 3.5%
+5.0% YoY
3.6%
-0.3% YoY
3.8%
+2.3% YoY
84%
Efficiency Ratio 67.8%
-12.4% YoY-2.4% QoQ
-8.7% 76.6%
-3.6% YoY
80.5%
+0.8% YoY
83.0%
-5.3% YoY
18%
Delinquency Rate 0.5%
-31.1% YoY-14.5% QoQ
-0.3 0.8%
+3.1% YoY
1.7%
-18.0% YoY
1.3%
+2.6% YoY
27%
Loan To Share 86.1%
+2.9% YoY+0.8% QoQ
+6.8% 79.3%
-1.4% YoY
59.8%
-1.2% YoY
66.4%
-1.4% YoY
63%
AMR $18,935
-5.2% YoY+1.3% QoQ
$-8K $27,294
+4.1% YoY
$19,620
+2.7% YoY
$20,028
-0.9% YoY
Bottom 6.7% in tier
CD Concentration 16.3%
+8.9% YoY+1.1% QoQ
-8.3% 24.6% 16.4% 20.0% 22%
Indirect Auto % 0.0% -13.6% 13.6% 2.7% 7.7% Top 0.1% in tier

Signature Analysis

Strengths (2)

Organic Growth Engine

growth
#3 of 344 • Top 2.4% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 13.19%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Return on Assets: 1.41%
(Tier: 0.85%, National: 1.23%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.63%, National: 7.71%)
better than tier avg
490 nationally
↓ Shrinking -271 CUs YoY | Rank improving

Organic Growth Leader

growth
#12 of 342 • Top 2.4% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 13.19%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 13.63%, National: 7.71%)
better than tier avg
485 nationally
↓ Shrinking -91 CUs YoY | Rank improving

Concerns (1)

Shrinking Wallet Share

decline
#49 of 223 • Bottom 96.3% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -5.24%
(Tier: 3.97%, National: 35.20%)
worse than tier avg
223 of 276 Community CUs have this signature | 308 nationally
↓ Shrinking -61 CUs YoY | New qualifier

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 165 peers in tier

Top Strengths (9 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 9.93%
#1 of 165 Top 0.1% in 500M-750M tier
5
Member Growth Rate
growth
Value: 13.19%
Peer Median: 0.59%
#5 of 165 Top 2.4% in 500M-750M tier
13
Net Worth Ratio
risk
Value: 14.83%
Peer Median: 10.42%
#13 of 165 Top 7.3% in 500M-750M tier
16
Return on Assets (ROA)
profitability
Value: 1.41%
Peer Median: 0.74%
#16 of 165 Top 9.1% in 500M-750M tier
16
Share Certificate Concentration (%)
balance_sheet
Value: 16.26%
Peer Median: 26.69%
#16 of 165 Top 9.1% in 500M-750M tier
26
Net Interest Margin (NIM)
profitability
Value: 4.03%
Peer Median: 3.55%
#26 of 165 Top 15.2% in 500M-750M tier
31
Efficiency Ratio
profitability
Value: 67.83%
Peer Median: 77.45%
#31 of 165 Top 18.2% in 500M-750M tier
38
Loan Growth Rate
growth
Value: 8.92%
Peer Median: 4.82%
#38 of 165 Top 22.4% in 500M-750M tier
41
Net Charge-Off Rate
risk
Value: 0.20%
Peer Median: 0.41%
#41 of 165 Top 24.2% in 500M-750M tier

Top Weaknesses (6 metrics)

162
AMR Growth Rate
growth
Value: -5.24%
Peer Median: 3.83%
#162 of 165 Bottom 2.4% in 500M-750M tier
154
Average Member Relationship (AMR)
engagement
Value: $18,935
Peer Median: $25,725
#154 of 165 Bottom 7.3% in 500M-750M tier
148
Total Deposits
balance_sheet
Value: $446.09M
Peer Median: $542.48M
#148 of 165 Bottom 10.9% in 500M-750M tier
145
Fee Income Per Member
profitability
Value: $119.84
Peer Median: $191.53
#145 of 165 Bottom 12.7% in 500M-750M tier
141
Total Assets
balance_sheet
Value: $529.18M
Peer Median: $621.76M
#141 of 165 Bottom 15.2% in 500M-750M tier
132
Loan-to-Member Ratio (LMR)
engagement
Value: $8,762
Peer Median: $11,477
#132 of 165 Bottom 20.6% in 500M-750M tier
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