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DOWNEY

Charter #11870 · CA

100M-500M
1024 CUs in 100M-500M nationally 57 in CA

DOWNEY has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 50.0% in tier
  • + Organic Growth Engine: Top 50.0% in tier

Key Concerns

Areas that may need attention

  • - Shrinking Wallet Share: Bottom 50.0% in tier
  • - Efficiency Drag: Bottom 50.0% in tier
  • - Flatlined Growth: Bottom 50.0% in tier
  • - ROA 0.55% below tier average
  • - Efficiency ratio 11.66% above tier (higher cost structure)
  • - Loan Growth Rate: Bottom 7.7% in tier
  • - AMR Growth Rate: Bottom 7.9% in tier
  • - Net Worth Ratio: Bottom 9.7% 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 1,024 credit unions with $100M-$500M in assets nationally, and 1 of 57 that size in California.
  • Shares and deposits +2.9% year over year ($268M in shares and deposits).
  • Membership: 19,337 members, +2.0% vs a year ago.
  • Delinquency rate 0.52%.
  • Return on assets 0.32%.
  • Efficiency ratio 88.40% vs a 76.73% peer average.
  • Loan-to-share ratio 64.93% vs a 71.54% 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 (CA) National Avg Tier Percentile
Members 19,337
+2.0% YoY-0.3% QoQ
+4.2K 15,168
-2.6% YoY
67,400
+7.3% YoY
34,678
+6.6% YoY
75%
Assets $327.9M
+0.9% YoY-1.0% QoQ
+$95.9M $232.0M
+0.7% YoY
$1.4B
+10.3% YoY
$593.1M
+10.2% YoY
78%
Loans $174.0M
-6.1% YoY-0.1% QoQ
+$27.7M $146.3M
+0.2% YoY
$958.9M
+10.2% YoY
$418.6M
+10.1% YoY
69%
Deposits $267.9M
+2.9% YoY-0.0% QoQ
+$67.2M $200.7M
+0.2% YoY
$1.2B
+11.1% YoY
$504.8M
+10.3% YoY
75%

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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 0.3%
-187.3% YoY-4.8% QoQ
-0.5% 0.9%
+12.5% YoY
2.5%
+328.4% YoY
1.2%
+121.4% YoY
16%
NIM 3.0%
+4.3% YoY+1.0% QoQ
-0.7% 3.7%
+4.5% YoY
3.4%
+4.4% YoY
3.8%
+2.3% YoY
Bottom 13.6% in tier
Efficiency Ratio 88.4%
+5.5% YoY+0.2% QoQ
+11.7% 76.7%
-0.8% YoY
79.7%
-4.5% YoY
83.0%
-5.3% YoY
84%
Delinquency Rate 0.5%
-88.9% YoY+9.0% QoQ
-0.4 0.9%
+6.6% YoY
0.7%
-14.3% YoY
1.3%
+2.6% YoY
38%
Loan To Share 64.9%
-8.7% YoY-0.1% QoQ
-6.6% 71.5%
-0.3% YoY
69.0%
+0.5% YoY
66.4%
-1.4% YoY
34%
AMR $22,853
-2.7% YoY+0.3% QoQ
$-2K $25,107
+3.2% YoY
$29,171
+2.5% YoY
$20,028
-0.9% YoY
49%
CD Concentration 23.8%
+12.0% YoY+2.7% QoQ
-0.7% 24.6% 22.2% 20.0% 50%
Indirect Auto % 0.5%
-42.9% YoY-13.5% QoQ
-13.2% 13.6% 9.2% 7.7% 50%

Signature Analysis

Strengths (2)

Organic Growth Leader

growth
#216 of 342 • Top 50.0% in tier

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

Why This Signature
Member Growth (YoY): 1.97%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Indirect Auto %: 0.47%
(Tier: 13.63%, National: 7.71%)
better than tier avg
342 of 1024 Mid-Small & Community CUs have this signature | 485 nationally
↓ Shrinking -91 CUs YoY | New qualifier

Organic Growth Engine

growth
#296 of 344 • Top 50.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 1.97%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Return on Assets: 0.32%
(Tier: 0.85%, National: 1.23%)
but worse than tier avg
Indirect Auto %: 0.47%
(Tier: 13.63%, National: 7.71%)
better than tier avg
344 of 1024 Mid-Small & Community CUs have this signature | 490 nationally
↓ Shrinking -271 CUs YoY | New qualifier

Concerns (3)

Shrinking Wallet Share

decline
#100 of 223 • Bottom 50.0% in tier

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

Why This Signature
AMR Growth (YoY): -2.75%
(Tier: 3.97%, National: 35.20%)
worse than tier avg
223 of 1024 Mid-Small & Community CUs have this signature | 308 nationally
↓ Shrinking -61 CUs YoY | New qualifier

Efficiency Drag

risk
#279 of 531 • Bottom 50.0% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 88.40%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): 0.68% points
(Tier: 0.10% points, National: 0.47% points)
but better than tier avg
Member Growth (YoY): 1.97%
(Tier: 0.46%, National: 15.67%)
but better than tier avg
531 of 1024 Mid-Small & Community CUs have this signature | 608 nationally
↓ Shrinking -37 CUs YoY | Rank improving

Flatlined Growth

risk
#33 of 42 • Bottom 50.0% in tier

Asset growth stalled (-2% to +2%) despite healthy profitability (>0.25% ROA). Suggests untapped opportunity or strategic drift worth investigating.

Why This Signature
Asset Growth (YoY): 0.91%
(Tier: 4.62%, National: 3.30%)
worse than tier avg
Return on Assets: 0.32%
(Tier: 0.85%, National: 1.23%)
worse than tier avg
42 of 1024 Mid-Small & Community CUs have this signature | 57 nationally
→ Stable (46→42 CUs) -4 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 1024 peers in tier

Top Strengths (3 metrics)

224
Total Assets
balance_sheet
Value: $327.91M
Peer Median: $196.38M
#224 of 1024 Top 21.8% in 100M-500M tier
252
Total Members
engagement
Value: 19,337
Peer Median: 13,128
#252 of 1024 Top 24.5% in 100M-500M tier
253
Total Deposits
balance_sheet
Value: $267.94M
Peer Median: $170.77M
#253 of 1024 Top 24.6% in 100M-500M tier

Top Weaknesses (7 metrics)

946
Loan Growth Rate
growth
Value: -6.09%
Peer Median: 3.02%
#946 of 1024 Bottom 7.7% in 100M-500M tier
944
AMR Growth Rate
growth
Value: -2.75%
Peer Median: 3.53%
#944 of 1024 Bottom 7.9% in 100M-500M tier
926
Net Worth Ratio
risk
Value: 8.80%
Peer Median: 11.71%
#926 of 1024 Bottom 9.7% in 100M-500M tier
885
Net Interest Margin (NIM)
profitability
Value: 3.00%
Peer Median: 3.67%
#885 of 1024 Bottom 13.7% in 100M-500M tier
865
Efficiency Ratio
profitability
Value: 88.40%
Peer Median: 77.26%
#865 of 1024 Bottom 15.6% in 100M-500M tier
857
Return on Assets (ROA)
profitability
Value: 0.32%
Peer Median: 0.75%
#857 of 1024 Bottom 16.4% in 100M-500M tier
785
Asset Growth Rate
growth
Value: 0.91%
Peer Median: 4.12%
#785 of 1024 Bottom 23.4% in 100M-500M tier
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