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EFCU FINANCIAL

Charter #13 · LA

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 4 in LA
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EFCU FINANCIAL has 4 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Emerging Performer: Top 38.9% in tier
  • + ROA 0.09% above tier average
  • + Strong member growth: 6.2% YoY
  • + Loan-to-Share Ratio: Top 9.3% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 10.9% in tier
  • - Credit Risk Growth: Bottom 35.8% in tier
  • - Credit Quality Pressure: Bottom 39.8% in tier
  • - Indirect Auto Dependency: Bottom 49.5% in tier
  • - Indirect Auto Concentration (%): Bottom 2.0% in tier
  • - Share Certificate Concentration (%): Bottom 2.3% 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 300 credit unions with $1B-$3B in assets nationally, and 1 of 4 that size in Louisiana.
  • Shares and deposits +5.8% year over year ($1.13B in shares and deposits).
  • Membership: 73,669 members, +6.2% vs a year ago.
  • Delinquency rate 0.38%.
  • Return on assets 0.91%.
  • Efficiency ratio 68.35% vs a 73.02% peer average.
  • Loan-to-share ratio 102.27% vs a 84.71% 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 (LA) National Avg Tier Percentile
Members 73,669
+6.2% YoY+2.1% QoQ
-23.2K 96,861
-1.9% YoY
9,550
+2.7% YoY
34,678
+6.6% YoY
32%
Assets $1.3B
+5.3% YoY+0.7% QoQ
$-433.0M $1.7B
+0.4% YoY
$130.2M
+7.1% YoY
$593.1M
+10.2% YoY
30%
Loans $1.2B
+8.0% YoY+3.1% QoQ
$-81.9M $1.2B
+0.7% YoY
$92.6M
+7.3% YoY
$418.6M
+10.1% YoY
52%
Deposits $1.1B
+5.8% YoY+0.7% QoQ
$-336.6M $1.5B
+0.5% YoY
$111.6M
+7.6% YoY
$504.8M
+10.3% YoY
32%

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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 0.9%
-6.4% YoY-0.7% QoQ
+0.1% 0.8%
+27.6% YoY
1.1%
+258.0% YoY
1.2%
+121.4% YoY
64%
NIM 2.7%
+7.1% YoY+2.3% QoQ
-0.7% 3.4%
+6.6% YoY
4.2%
-0.2% YoY
3.8%
+2.3% YoY
Bottom 11.0% in tier
Efficiency Ratio 68.3%
+5.8% YoY+0.0% QoQ
-4.7% 73.0%
-2.7% YoY
89.3%
+0.7% YoY
83.0%
-5.3% YoY
30%
Delinquency Rate 0.4%
+24.4% YoY+16.4% QoQ
-0.5 0.9%
+7.3% YoY
2.0%
+21.9% YoY
1.3%
+2.6% YoY
18%
Loan To Share 102.3%
+2.1% YoY+2.3% QoQ
+17.6% 84.7%
+0.1% YoY
68.1%
-2.7% YoY
66.4%
-1.4% YoY
Top 9.7% in tier
AMR $30,937
+0.7% YoY-0.2% QoQ
+$1K $29,575
+1.5% YoY
$13,536
+2.7% YoY
$20,028
-0.9% YoY
64%
CD Concentration 51.0%
-0.8% YoY+0.8% QoQ
+21.9% 29.1% 15.1% 20.0% Top 2.1% in tier
Indirect Auto % 53.8%
-1.8% YoY+0.2% QoQ
+35.7% 18.1% 5.1% 7.7% Bottom 1.9% in tier

Signature Analysis

Strengths (1)

Emerging Performer

growth
#14 of 82 • Top 38.9% in tier

Smaller CU (bottom 50% by assets in tier) with strong profitability (ROA > 0.5%) AND growth (members >= 1%). Emerging leaders worth watching.

Why This Signature
Return on Assets: 0.91%
(Tier: 0.84%, National: 1.23%)
better than tier avg
Member Growth (YoY): 6.17%
(Tier: 3.16%, National: 15.67%)
better than tier avg
82 of 377 Mid-Market CUs have this signature | 283 nationally
↑ Growing +14 CUs YoY | Rank improving

Concerns (4)

Liquidity Strain

risk
#37 of 168 • Bottom 10.9% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 102.27%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 8.04%
(Tier: 6.76%, National: 78.26%)
but better than tier avg
168 of 377 Mid-Market CUs have this signature | 432 nationally
→ Stable (173→168 CUs) -5 CUs YoY | Rank worsening

Indirect Auto Dependency

risk
#57 of 193 • Bottom 49.5% in tier

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

Why This Signature
Asset Growth (YoY): 5.34%
(Tier: 6.52%, National: 3.30%)
worse than tier avg
Indirect Auto %: 53.75%
(Tier: 18.08%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 6.17%
(Tier: 3.16%, National: 15.67%)
but better than tier avg
193 of 377 Mid-Market CUs have this signature | 714 nationally
↓ Shrinking -10 CUs YoY | Rank worsening

Credit Risk Growth

risk
#103 of 170 • Bottom 35.8% in tier

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

Why This Signature
Loan Growth (YoY): 8.04%
(Tier: 6.76%, National: 78.26%)
but better than tier avg
Delinquency Change (YoY): 0.07% points
(Tier: 0.06% points, National: 0.08% points)
worse than tier avg
170 of 377 Mid-Market CUs have this signature | 688 nationally
→ Stable (169→170 CUs) +1 CUs YoY | New qualifier

Credit Quality Pressure

risk
#148 of 215 • Bottom 39.8% in tier

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

Why This Signature
Delinquency Change (YoY): 0.07% points
(Tier: 0.06% points, National: 0.08% points)
worse than tier avg
215 of 377 Mid-Market CUs have this signature | 962 nationally
↓ Shrinking -28 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 300 peers in tier

Top Strengths (6 metrics)

29
Loan-to-Share Ratio
balance_sheet
Value: 102.27%
Peer Median: 87.07%
#29 of 300 Top 9.3% in 1B-3B tier
33
Members Per Employee (MPE)
engagement
Value: 466.259
Peer Median: 346.173
#33 of 300 Top 10.7% in 1B-3B tier
39
Member Growth Rate
growth
Value: 6.17%
Peer Median: 1.84%
#39 of 300 Top 12.7% in 1B-3B tier
55
Total Delinquency Rate (60+ days)
risk
Value: 0.38%
Peer Median: 0.70%
#55 of 300 Top 18.0% in 1B-3B tier
62
Loan-to-Member Ratio (LMR)
engagement
Value: $15,642
Peer Median: $12,809
#62 of 300 Top 20.3% in 1B-3B tier
72
Net Charge-Off Rate
risk
Value: 0.32%
Peer Median: 0.52%
#72 of 300 Top 23.7% in 1B-3B tier

Top Weaknesses (4 metrics)

295
Indirect Auto Concentration (%)
balance_sheet
Value: 53.75%
Peer Median: 14.26%
#295 of 300 Bottom 2.0% in 1B-3B tier
294
Share Certificate Concentration (%)
balance_sheet
Value: 50.99%
Peer Median: 28.24%
#294 of 300 Bottom 2.3% in 1B-3B tier
267
Net Interest Margin (NIM)
profitability
Value: 2.74%
Peer Median: 3.46%
#267 of 300 Bottom 11.3% in 1B-3B tier
232
Net Worth Ratio
risk
Value: 9.72%
Peer Median: 10.91%
#232 of 300 Bottom 23.0% in 1B-3B tier
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