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S AND J SCHOOL EMPLOYEES

Charter #17331 · OH

<100M
2508 CUs in <100M nationally 116 in OH

S AND J SCHOOL EMPLOYEES has 2 strengths but faces 2 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.31% above tier average
  • + Net Interest Margin 1.98% above tier average

Key Concerns

Areas that may need attention

  • - Efficiency ratio 1.73% above tier (higher cost structure)
  • - Delinquency rate 1.29% above tier average

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (OH) National Avg Tier Percentile
Members 624
-1.9% YoY+1.1% QoQ
-2.1K 2,676
+1.6% YoY
16,936
+6.2% YoY
33,913
+5.7% YoY
17%
Assets $3.0M
-6.0% YoY+1.6% QoQ
$-27.2M $30.2M
+1.3% YoY
$257.9M
+8.7% YoY
$578.3M
+9.0% YoY
Bottom 12.6% in tier
Loans $1.9M
-7.1% YoY+1.8% QoQ
$-13.3M $15.3M
-2.0% YoY
$174.2M
+8.4% YoY
$402.4M
+8.7% YoY
17%
Deposits $2.7M
-7.5% YoY+1.6% QoQ
$-23.1M $25.8M
+0.7% YoY
$221.5M
+9.0% YoY
$494.3M
+9.1% YoY
Bottom 14.0% in tier

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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 0.5%
-29.4% YoY-38.2% QoQ
+0.3% 0.1%
-77.6% YoY
0.6%
+16.1% YoY
0.4%
-39.2% YoY
42%
NIM 6.0%
+6.2% YoY-3.1% QoQ
+2.0% 4.0%
+4.0% YoY
3.7%
+1.7% YoY
3.8%
+4.1% YoY
Top 3.9% in tier
Efficiency Ratio 92.4%
+3.7% YoY+4.1% QoQ
+1.7% 90.6%
+6.5% YoY
82.0%
-2.0% YoY
84.6%
+2.8% YoY
73%
Delinquency Rate 2.8%
+73.0% YoY+82.1% QoQ
+1.3 1.5%
+3.8% YoY
1.4%
+35.7% YoY
1.2%
+3.4% YoY
Bottom 12.5% in tier
Loan To Share 73.5%
+0.4% YoY+0.3% QoQ
+14.9% 58.5%
-3.0% YoY
61.3%
-2.1% YoY
65.6%
-1.4% YoY
72%
AMR $7,371
-5.5% YoY+0.6% QoQ
$-8K $14,884
-1.7% YoY
$17,686
+5.3% YoY
$19,920
+1.6% YoY
16%
CD Concentration 0.4%
+3.7% YoY-13.6% QoQ
-23.9% 24.3% 19.4% 19.8% 50%
Indirect Auto % 0.0% -13.8% 13.8% 11.4% 7.7% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (0)

No concerns identified

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 2508 peers in tier

Top Strengths (5 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 0.00%
#1 of 2508 Top 0.1% in <100M tier
1
First Mortgage Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 3.66%
#1 of 2508 Top 0.1% in <100M tier
97
Net Interest Margin (NIM)
profitability
Value: 5.99%
Peer Median: 3.83%
#97 of 2508 Top 3.8% in <100M tier
510
Net Charge-Off Rate
risk
Value: 0.00%
Peer Median: 0.07%
#510 of 2508 Top 20.3% in <100M tier
584
Share Certificate Concentration (%)
balance_sheet
Value: 0.39%
Peer Median: 12.45%
#584 of 2508 Top 23.2% in <100M tier

Top Weaknesses (10 metrics)

2253
Members Per Employee (MPE)
engagement
Value: 156.000
Peer Median: 333.750
#2253 of 2508 Bottom 10.2% in <100M tier
2235
Asset Growth Rate
growth
Value: -6.02%
Peer Median: 1.30%
#2235 of 2508 Bottom 10.9% in <100M tier
2232
Deposit Growth Rate
growth
Value: -7.48%
Peer Median: 0.66%
#2232 of 2508 Bottom 11.0% in <100M tier
2196
Total Delinquency Rate (60+ days)
risk
Value: 2.79%
Peer Median: 0.65%
#2196 of 2508 Bottom 12.5% in <100M tier
2192
Total Assets
balance_sheet
Value: $3.00M
Peer Median: $21.86M
#2192 of 2508 Bottom 12.6% in <100M tier
2157
Total Deposits
balance_sheet
Value: $2.65M
Peer Median: $18.77M
#2157 of 2508 Bottom 14.0% in <100M tier
2125
AMR Growth Rate
growth
Value: -5.54%
Peer Median: 1.27%
#2125 of 2508 Bottom 15.3% in <100M tier
2108
Average Member Relationship (AMR)
engagement
Value: $7,371
Peer Median: $13,926
#2108 of 2508 Bottom 16.0% in <100M tier
2079
Total Members
engagement
Value: 624
Peer Median: 1,918
#2079 of 2508 Bottom 17.1% in <100M tier
2071
Total Loans
balance_sheet
Value: $1.95M
Peer Median: $9.48M
#2071 of 2508 Bottom 17.5% in <100M tier
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