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CALL

Charter #15209 · VA

Community 500M-750M
165 CUs in 500M-750M nationally 6 in VA
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CALL has 1 strength but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Share Certificate Concentration (%): Top 0.6% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 8.1% in tier
  • - Credit Quality Pressure: Bottom 17.4% in tier
  • - Credit Risk Growth: Bottom 55.6% in tier
  • - Membership Headwinds: Bottom 65.3% in tier
  • - Stagnation Risk: Bottom 65.3% in tier
  • - ROA 0.54% below tier average
  • - Efficiency ratio 14.64% above tier (higher cost structure)
  • - Loan-to-Share Ratio: Bottom 6.7% 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 165 credit unions with $500M-$750M in assets nationally, and 1 of 6 that size in Virginia.
  • Shares and deposits +2.5% year over year ($498M in shares and deposits).
  • Membership: 27,508 members, -1.1% vs a year ago.
  • Delinquency rate 0.60%.
  • Return on assets 0.28%.
  • Efficiency ratio 91.20% vs a 76.56% peer average.
  • Loan-to-share ratio 54.63% 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 (VA) National Avg Tier Percentile
Members 27,508
-1.1% YoY-0.6% QoQ
-10.4K 37,897
-5.0% YoY
226,164
+4.4% YoY
34,678
+6.6% YoY
Bottom 13.9% in tier
Assets $557.1M
+3.0% YoY-2.3% QoQ
$-65.3M $622.4M
+0.6% YoY
$3.0B
+6.1% YoY
$593.1M
+10.2% YoY
28%
Loans $271.9M
+2.4% YoY+0.3% QoQ
$-156.6M $428.5M
-0.7% YoY
$2.2B
+5.0% YoY
$418.6M
+10.1% YoY
Bottom 7.3% in tier
Deposits $497.7M
+2.5% YoY-2.5% QoQ
$-42.0M $539.8M
+0.9% YoY
$2.6B
+6.5% YoY
$504.8M
+10.3% YoY
31%

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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%
-11.1% YoY+38.6% QoQ
-0.5% 0.8%
+39.5% YoY
1.1%
+69.8% YoY
1.2%
+121.4% YoY
Bottom 12.1% in tier
NIM 3.2%
+7.3% YoY+2.7% QoQ
-0.3% 3.5%
+5.0% YoY
3.9%
+0.9% YoY
3.8%
+2.3% YoY
27%
Efficiency Ratio 91.2%
-0.1% YoY-2.0% QoQ
+14.6% 76.6%
-3.6% YoY
79.7%
-1.2% YoY
83.0%
-5.3% YoY
Bottom 6.1% in tier
Delinquency Rate 0.6%
+127.3% YoY+148.0% QoQ
-0.2 0.8%
+3.1% YoY
1.5%
-1.1% YoY
1.3%
+2.6% YoY
38%
Loan To Share 54.6%
-0.1% YoY+2.8% QoQ
-24.7% 79.3%
-1.4% YoY
64.2%
-3.9% YoY
66.4%
-1.4% YoY
Bottom 6.1% in tier
AMR $27,980
+3.6% YoY-0.9% QoQ
+$685 $27,294
+4.1% YoY
$18,993
+1.8% YoY
$20,028
-0.9% YoY
65%
CD Concentration 7.7%
-0.9% YoY+1.9% QoQ
-16.8% 24.6% 18.0% 20.0% Bottom 5.9% in tier
Indirect Auto % 0.0% -13.6% 13.6% 9.3% 7.7% 30%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (5)

Efficiency Drag

risk
#7 of 531 • Bottom 8.1% in tier

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

Why This Signature
Efficiency Ratio: 91.20%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): -0.03% points
(Tier: 0.10% points, National: 0.47% points)
worse than tier avg
Member Growth (YoY): -1.09%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
608 nationally
↓ Shrinking -37 CUs YoY | Rank improving

Credit Quality Pressure

risk
#224 of 693 • Bottom 17.4% in tier

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

Why This Signature
Delinquency Change (YoY): 0.33% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
962 nationally
↓ Shrinking -83 CUs YoY | New qualifier

Credit Risk Growth

risk
#296 of 472 • Bottom 55.6% in tier

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

Why This Signature
Loan Growth (YoY): 2.39%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Change (YoY): 0.33% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
688 nationally
↑ Growing +32 CUs YoY | New qualifier

Membership Headwinds

decline
#448 of 549 • Bottom 65.3% in tier

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

Why This Signature
Member Growth (YoY): -1.09%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | Rank worsening

Stagnation Risk

risk
#451 of 549 • Bottom 65.3% 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): -1.09%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): 2.39%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.60%
(Tier: 0.87%, National: 1.26%)
but better than tier avg
653 nationally
↓ Shrinking -15 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 165 peers in tier

Top Strengths (3 metrics)

2
Share Certificate Concentration (%)
balance_sheet
Value: 7.74%
Peer Median: 26.69%
#2 of 165 Top 0.6% in 500M-750M tier
22
Net Charge-Off Rate
risk
Value: 0.12%
Peer Median: 0.41%
#22 of 165 Top 12.7% in 500M-750M tier
32
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 9.93%
#32 of 165 Top 18.8% in 500M-750M tier

Top Weaknesses (6 metrics)

156
Efficiency Ratio
profitability
Value: 91.20%
Peer Median: 77.45%
#156 of 165 Bottom 6.1% in 500M-750M tier
155
Loan-to-Share Ratio
balance_sheet
Value: 54.63%
Peer Median: 81.50%
#155 of 165 Bottom 6.7% in 500M-750M tier
155
Members Per Employee (MPE)
engagement
Value: 227.339
Peer Median: 313.721
#155 of 165 Bottom 6.7% in 500M-750M tier
153
Total Loans
balance_sheet
Value: $271.92M
Peer Median: $428.72M
#153 of 165 Bottom 7.9% in 500M-750M tier
145
Return on Assets (ROA)
profitability
Value: 0.28%
Peer Median: 0.74%
#145 of 165 Bottom 12.7% in 500M-750M tier
142
Total Members
engagement
Value: 27,508
Peer Median: 36,716
#142 of 165 Bottom 14.5% in 500M-750M tier
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