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CAROLINA FOOTHILLS

Charter #13476 · SC

100M-500M
1024 CUs in 100M-500M nationally 9 in SC

CAROLINA FOOTHILLS has 4 strengths but faces 5 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 50.0% in tier
  • + ROA 0.54% above tier average
  • + Fee Income Per Member: Top 1.6% in tier
  • + Asset Growth Rate: Top 8.7% in tier

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 50.0% in tier
  • - Credit Risk Growth: Bottom 50.0% in tier
  • - Stagnation Risk: Bottom 50.0% in tier
  • - Membership Headwinds: Bottom 50.0% in tier
  • - Delinquency rate 0.42% above tier average

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 9 that size in South Carolina.
  • Shares and deposits +7.9% year over year ($189M in shares and deposits).
  • Membership: 19,427 members, -0.8% vs a year ago.
  • Delinquency rate 1.30%.
  • Return on assets 1.41%.
  • Efficiency ratio 71.53% vs a 76.73% peer average.
  • Loan-to-share ratio 84.30% 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 (SC) National Avg Tier Percentile
Members 19,427
-0.8% YoY+0.2% QoQ
+4.3K 15,168
-2.6% YoY
38,222
+5.6% YoY
34,678
+6.6% YoY
76%
Assets $224.3M
+10.2% YoY+1.7% QoQ
$-7.7M $232.0M
+0.7% YoY
$548.9M
+9.6% YoY
$593.1M
+10.2% YoY
58%
Loans $159.1M
+5.6% YoY+0.5% QoQ
+$12.9M $146.3M
+0.2% YoY
$385.7M
+10.8% YoY
$418.6M
+10.1% YoY
64%
Deposits $188.8M
+7.9% YoY+1.9% QoQ
$-11.9M $200.7M
+0.2% YoY
$462.6M
+9.2% YoY
$504.8M
+10.3% YoY
56%

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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%
+3.8% YoY-53.5% QoQ
+0.5% 0.9%
+12.5% YoY
0.9%
-19.6% YoY
1.2%
+121.4% YoY
85%
NIM 3.6%
-2.2% YoY+0.6% QoQ
-0.1% 3.7%
+4.5% YoY
4.2%
-1.3% YoY
3.8%
+2.3% YoY
48%
Efficiency Ratio 71.5%
-1.5% YoY+23.0% QoQ
-5.2% 76.7%
-0.8% YoY
79.7%
+5.8% YoY
83.0%
-5.3% YoY
31%
Delinquency Rate 1.3%
+26.6% YoY+24.8% QoQ
+0.4 0.9%
+6.6% YoY
1.1%
+14.2% YoY
1.3%
+2.6% YoY
80%
Loan To Share 84.3%
-2.1% YoY-1.4% QoQ
+12.8% 71.5%
-0.3% YoY
70.2%
-0.9% YoY
66.4%
-1.4% YoY
74%
AMR $17,909
+7.7% YoY+1.0% QoQ
$-7K $25,107
+3.2% YoY
$17,221
+4.1% YoY
$20,028
-0.9% YoY
20%
CD Concentration 25.7%
+14.6% YoY+3.0% QoQ
+1.2% 24.6% 18.3% 20.0% 50%
Indirect Auto % 0.0% -13.6% 13.6% 6.0% 7.7% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#229 of 483 • Top 50.0% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 7.74%
(Tier: 3.97%, National: 35.20%)
better than tier avg
483 of 1024 Mid-Small & Community CUs have this signature | 635 nationally
↑ Growing +52 CUs YoY | Rank improving

Concerns (4)

Credit Quality Pressure

risk
#277 of 693 • Bottom 50.0% in tier

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

Why This Signature
Delinquency Change (YoY): 0.27% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
693 of 1024 Mid-Small & Community CUs have this signature | 962 nationally
↓ Shrinking -83 CUs YoY | Rank worsening

Credit Risk Growth

risk
#190 of 472 • Bottom 50.0% in tier

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

Why This Signature
Loan Growth (YoY): 5.62%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
Delinquency Change (YoY): 0.27% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
472 of 1024 Mid-Small & Community CUs have this signature | 688 nationally
↑ Growing +32 CUs YoY | Rank worsening

Stagnation Risk

risk
#444 of 549 • Bottom 50.0% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -0.82%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): 5.62%
(Tier: 4.13%, National: 78.26%)
but better than tier avg
Delinquency Rate: 1.30%
(Tier: 0.87%, National: 1.26%)
worse than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | New qualifier

Membership Headwinds

decline
#482 of 549 • Bottom 50.0% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -0.82%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 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 (7 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 6.15%
#1 of 1024 Top 0.1% in 100M-500M tier
17
Fee Income Per Member
profitability
Value: $376.16
Peer Median: $159.88
#17 of 1024 Top 1.6% in 100M-500M tier
90
Asset Growth Rate
growth
Value: 10.23%
Peer Median: 4.12%
#90 of 1024 Top 8.7% in 100M-500M tier
158
Return on Assets (ROA)
profitability
Value: 1.41%
Peer Median: 0.75%
#158 of 1024 Top 15.3% in 100M-500M tier
165
Deposit Growth Rate
growth
Value: 7.92%
Peer Median: 3.58%
#165 of 1024 Top 16.0% in 100M-500M tier
178
AMR Growth Rate
growth
Value: 7.74%
Peer Median: 3.53%
#178 of 1024 Top 17.3% in 100M-500M tier
248
Total Members
engagement
Value: 19,427
Peer Median: 13,128
#248 of 1024 Top 24.1% in 100M-500M tier

Top Weaknesses (2 metrics)

823
Total Delinquency Rate (60+ days)
risk
Value: 1.30%
Peer Median: 0.71%
#823 of 1024 Bottom 19.7% in 100M-500M tier
821
Average Member Relationship (AMR)
engagement
Value: $17,909
Peer Median: $23,006
#821 of 1024 Bottom 19.9% in 100M-500M tier
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