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ALLSOUTH

Charter #13828 · SC

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 8 in SC
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ALLSOUTH has 3 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 16.4% in tier
  • + ROA 0.91% above tier average
  • + Net Worth Ratio: Top 2.3% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Overhang: Bottom 2.1% in tier
  • - Margin Compression: Bottom 4.3% in tier
  • - Indirect Auto Dependency: Bottom 39.8% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 1.3% in tier
  • - Average Member Relationship (AMR): Bottom 2.7% in tier
  • - Indirect Auto Concentration (%): 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 300 credit unions with $1B-$3B in assets nationally, and 1 of 8 that size in South Carolina.
  • Shares and deposits +5.2% year over year ($1.22B in shares and deposits).
  • Membership: 119,585 members, +0.6% vs a year ago.
  • Delinquency rate 0.41%.
  • Return on assets 1.73%.
  • Efficiency ratio 63.15% vs a 73.02% peer average.
  • Loan-to-share ratio 65.37% 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 (SC) National Avg Tier Percentile
Members 119,585
+0.6% YoY+0.1% QoQ
+22.7K 96,861
-1.9% YoY
38,222
+5.6% YoY
34,678
+6.6% YoY
73%
Assets $1.5B
+6.2% YoY+0.4% QoQ
$-210.9M $1.7B
+0.4% YoY
$548.9M
+9.6% YoY
$593.1M
+10.2% YoY
50%
Loans $799.9M
+13.6% YoY+2.1% QoQ
$-434.4M $1.2B
+0.7% YoY
$385.7M
+10.8% YoY
$418.6M
+10.1% YoY
Bottom 15.0% in tier
Deposits $1.2B
+5.2% YoY+0.1% QoQ
$-239.8M $1.5B
+0.5% YoY
$462.6M
+9.2% YoY
$504.8M
+10.3% YoY
43%

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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 1.7%
-18.6% YoY+15.6% QoQ
+0.9% 0.8%
+27.6% YoY
0.9%
-19.6% YoY
1.2%
+121.4% YoY
Top 4.7% in tier
NIM 3.5%
-1.2% YoY+3.4% QoQ
+0.0% 3.4%
+6.6% YoY
4.2%
-1.3% YoY
3.8%
+2.3% YoY
50%
Efficiency Ratio 63.2%
+8.2% YoY-1.9% QoQ
-9.9% 73.0%
-2.7% YoY
79.7%
+5.8% YoY
83.0%
-5.3% YoY
Top 13.7% in tier
Delinquency Rate 0.4%
-21.1% YoY+31.6% QoQ
-0.4 0.9%
+7.3% YoY
1.1%
+14.2% YoY
1.3%
+2.6% YoY
22%
Loan To Share 65.4%
+8.0% YoY+2.1% QoQ
-19.3% 84.7%
+0.1% YoY
70.2%
-0.9% YoY
66.4%
-1.4% YoY
Bottom 11.7% in tier
AMR $16,921
+7.8% YoY+0.8% QoQ
$-13K $29,575
+1.5% YoY
$17,221
+4.1% YoY
$20,028
-0.9% YoY
Bottom 2.3% in tier
CD Concentration 21.4%
+8.1% YoY+3.6% QoQ
-7.7% 29.1% 18.3% 20.0% 17%
Indirect Auto % 43.4%
-0.1% YoY-2.8% QoQ
+25.3% 18.1% 6.0% 7.7% Bottom 7.5% in tier

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#61 of 125 • Top 16.4% in tier

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

Why This Signature
AMR Growth (YoY): 7.81%
(Tier: 3.62%, National: 35.20%)
better than tier avg
125 of 377 Mid-Market CUs have this signature | 635 nationally
↑ Growing +22 CUs YoY | Rank improving

Concerns (3)

Margin Compression

decline
#2 of 20 • Bottom 4.3% in tier

Profitability above 0.75% ROA but margins eroding by at least 0.10%. Something changed - rising costs or falling yields need addressing.

Why This Signature
Return on Assets: 1.73%
(Tier: 0.84%, National: 1.23%)
but better than tier avg
ROA (Prior Year): 2.13%
(Tier: 0.66%, National: 0.66%)
but better than tier avg
ROA Change (YoY): -0.40% points
(Tier: 0.18% points, National: 0.47% points)
worse than tier avg
20 of 377 Mid-Market CUs have this signature | 167 nationally
→ Stable (22→20 CUs) -2 CUs YoY | New qualifier

Liquidity Overhang

risk
#2 of 15 • Bottom 2.1% in tier

Exceptional capital position (>16%, top quartile). Strong fundamentals—opportunity to deploy capital more productively.

Why This Signature
Net Worth Ratio: 19.60%
(Tier: 11.45%, National: 14.66%)
but better than tier avg
Loan-to-Share Ratio: 65.37%
(Tier: 85.94%, National: 66.39%)
worse than tier avg
15 of 377 Mid-Market CUs have this signature | 148 nationally
→ Stable (16→15 CUs) -1 CUs YoY

Indirect Auto Dependency

risk
#18 of 193 • Bottom 39.8% in tier

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

Why This Signature
Asset Growth (YoY): 6.23%
(Tier: 6.52%, National: 3.30%)
worse than tier avg
Indirect Auto %: 43.41%
(Tier: 18.08%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 0.56%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
193 of 377 Mid-Market CUs have this signature | 714 nationally
↓ Shrinking -10 CUs YoY | Rank worsening

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 (7 metrics)

8
Net Worth Ratio
risk
Value: 19.60%
Peer Median: 10.91%
#8 of 300 Top 2.3% in 1B-3B tier
14
Return on Assets (ROA)
profitability
Value: 1.73%
Peer Median: 0.77%
#14 of 300 Top 4.3% in 1B-3B tier
32
Loan Growth Rate
growth
Value: 13.64%
Peer Median: 5.71%
#32 of 300 Top 10.3% in 1B-3B tier
42
Efficiency Ratio
profitability
Value: 63.15%
Peer Median: 73.62%
#42 of 300 Top 13.7% in 1B-3B tier
53
AMR Growth Rate
growth
Value: 7.81%
Peer Median: 3.19%
#53 of 300 Top 17.3% in 1B-3B tier
55
Share Certificate Concentration (%)
balance_sheet
Value: 21.41%
Peer Median: 28.24%
#55 of 300 Top 18.0% in 1B-3B tier
66
Total Delinquency Rate (60+ days)
risk
Value: 0.41%
Peer Median: 0.70%
#66 of 300 Top 21.7% in 1B-3B tier

Top Weaknesses (5 metrics)

297
Loan-to-Member Ratio (LMR)
engagement
Value: $6,689
Peer Median: $12,809
#297 of 300 Bottom 1.3% in 1B-3B tier
293
Average Member Relationship (AMR)
engagement
Value: $16,921
Peer Median: $28,089
#293 of 300 Bottom 2.7% in 1B-3B tier
279
Indirect Auto Concentration (%)
balance_sheet
Value: 43.41%
Peer Median: 14.26%
#279 of 300 Bottom 7.3% in 1B-3B tier
265
Loan-to-Share Ratio
balance_sheet
Value: 65.37%
Peer Median: 87.07%
#265 of 300 Bottom 12.0% in 1B-3B tier
255
Total Loans
balance_sheet
Value: $799.88M
Peer Median: $1.14B
#255 of 300 Bottom 15.3% in 1B-3B tier
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