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LOGIX

Charter #1999 · CA

Large 7B-10B
28 CUs in 7B-10B nationally 5 in CA
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LOGIX has 7 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 29.7% in tier
  • + Wallet Share Momentum: Top 29.7% in tier
  • + Net Worth Ratio: Top 3.6% in tier
  • + Fee Income Per Member: Top 7.1% in tier
  • + Total Loans: Top 7.1% in tier
  • + Average Member Relationship (AMR): Top 7.1% in tier
  • + Loan-to-Member Ratio (LMR): Top 7.1% in tier

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 15.6% in tier
  • - Liquidity Strain: Bottom 21.2% in tier
  • - Credit Risk Growth: Bottom 85.9% in tier
  • - Flatlined Growth: Bottom 87.5% in tier
  • - Stagnation Risk: Bottom 95.3% in tier
  • - Membership Headwinds: Bottom 95.3% in tier
  • - ROA 0.11% below tier average
  • - Delinquency rate 0.29% 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 28 credit unions with $7B-$10B in assets nationally, and 1 of 5 that size in California.
  • Shares and deposits +3.6% year over year ($8.13B in shares and deposits).
  • Membership: 246,291 members, -3.6% vs a year ago.
  • Delinquency rate 1.08%.
  • Return on assets 0.91%.
  • Efficiency ratio 62.05% vs a 66.07% peer average.
  • Loan-to-share ratio 95.44% vs a 81.29% 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 (CA) National Avg Tier Percentile
Members 246,291
-3.6% YoY+0.6% QoQ
-192.6K 438,885
-1.1% YoY
67,400
+7.3% YoY
34,678
+6.6% YoY
Bottom 10.7% in tier
Assets $9.7B
+1.1% YoY-0.3% QoQ
+$768.5M $8.9B
+0.0% YoY
$1.4B
+10.3% YoY
$593.1M
+10.2% YoY
79%
Loans $7.8B
+0.9% YoY+0.5% QoQ
+$1.5B $6.2B
-0.6% YoY
$958.9M
+10.2% YoY
$418.6M
+10.1% YoY
Top 10.7% in tier
Deposits $8.1B
+3.6% YoY-0.8% QoQ
+$474.2M $7.7B
+2.7% YoY
$1.2B
+11.1% YoY
$504.8M
+10.3% YoY
64%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.9%
+4.4% YoY-0.4% QoQ
-0.1% 1.0%
+4.7% YoY
2.5%
+328.4% YoY
1.2%
+121.4% YoY
39%
NIM 2.7%
+8.9% YoY+1.8% QoQ
-0.3% 3.1%
+6.6% YoY
3.4%
+4.4% YoY
3.8%
+2.3% YoY
25%
Efficiency Ratio 62.0%
+1.3% YoY+0.3% QoQ
-4.0% 66.1%
+1.6% YoY
79.7%
-4.5% YoY
83.0%
-5.3% YoY
39%
Delinquency Rate 1.1%
+32.9% YoY+47.9% QoQ
+0.3 0.8%
+23.1% YoY
0.7%
-14.3% YoY
1.3%
+2.6% YoY
79%
Loan To Share 95.4%
-2.5% YoY+1.2% QoQ
+14.2% 81.3%
-3.8% YoY
69.0%
+0.5% YoY
66.4%
-1.4% YoY
75%
AMR $64,519
+6.0% YoY-0.8% QoQ
+$27K $37,279
+8.1% YoY
$29,171
+2.5% YoY
$20,028
-0.9% YoY
Top 10.7% in tier
CD Concentration 32.4%
+4.4% YoY-2.7% QoQ
+4.1% 28.3% 22.2% 20.0% 68%
Indirect Auto % 0.0% -16.8% 16.8% 9.2% 7.7% Top 10.6% in tier

Signature Analysis

Strengths (2)

Relationship Depth Leader

growth
#9 of 16 • Top 29.7% in tier

Top-tier average member relationship within peer group, with stable or growing engagement. Strong wallet share positioning.

Why This Signature
AMR Growth (YoY): 6.04%
(Tier: 4.16%, National: 35.20%)
better than tier avg
Share Draft per Member: $3.8K
(Tier: $3.3K, National: $2.1K)
better than tier avg
16 of 67 Large CUs have this signature | 354 nationally
→ Stable (12→16 CUs) +4 CUs YoY | New qualifier

Wallet Share Momentum

growth
#19 of 20 • Top 29.7% in tier

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

Why This Signature
AMR Growth (YoY): 6.04%
(Tier: 4.16%, National: 35.20%)
better than tier avg
20 of 67 Large CUs have this signature | 635 nationally
→ Stable (17→20 CUs) +3 CUs YoY | New qualifier

Concerns (6)

Stagnation Risk

risk
#3 of 13 • Bottom 95.3% 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): -3.56%
(Tier: 4.24%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): 0.93%
(Tier: 7.79%, National: 78.26%)
worse than tier avg
Delinquency Rate: 1.08%
(Tier: 0.79%, National: 1.26%)
worse than tier avg
13 of 67 Large CUs have this signature | 653 nationally
→ Stable (11→13 CUs) +2 CUs YoY | New qualifier

Membership Headwinds

decline
#4 of 13 • Bottom 95.3% in tier

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

Why This Signature
Member Growth (YoY): -3.56%
(Tier: 4.24%, National: 15.67%)
worse than tier avg
13 of 67 Large CUs have this signature | 653 nationally
→ Stable (11→13 CUs) +2 CUs YoY | New qualifier

Credit Quality Pressure

risk
#10 of 33 • Bottom 15.6% 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: 0.07% points, National: 0.08% points)
worse than tier avg
33 of 67 Large CUs have this signature | 962 nationally
→ Stable (37→33 CUs) -4 CUs YoY | Rank worsening

Flatlined Growth

risk
#2 of 3 • Bottom 87.5% in tier

Asset growth stalled (-2% to +2%) despite healthy profitability (>0.25% ROA). Suggests untapped opportunity or strategic drift worth investigating.

Why This Signature
Asset Growth (YoY): 1.07%
(Tier: 8.71%, National: 3.30%)
worse than tier avg
Return on Assets: 0.91%
(Tier: 0.96%, National: 1.23%)
worse than tier avg
3 of 67 Large CUs have this signature | 57 nationally
→ Stable (1→3 CUs) +2 CUs YoY | New qualifier

Credit Risk Growth

risk
#21 of 28 • Bottom 85.9% in tier

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

Why This Signature
Loan Growth (YoY): 0.93%
(Tier: 7.79%, National: 78.26%)
worse than tier avg
Delinquency Change (YoY): 0.27% points
(Tier: 0.07% points, National: 0.08% points)
worse than tier avg
28 of 67 Large CUs have this signature | 688 nationally
→ Stable (31→28 CUs) -3 CUs YoY | New qualifier

Liquidity Strain

risk
#21 of 28 • Bottom 21.2% in tier

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

Why This Signature
Loan-to-Share Ratio: 95.44%
(Tier: 84.03%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 0.93%
(Tier: 7.79%, National: 78.26%)
worse than tier avg
28 of 67 Large CUs have this signature | 432 nationally
→ Stable (27→28 CUs) +1 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 28 peers in tier

Top Strengths (8 metrics)

2
Net Worth Ratio
risk
Value: 15.67%
Peer Median: 11.61%
#2 of 28 Top 3.6% in 7B-10B tier
3
Fee Income Per Member
profitability
Value: $297.87
Peer Median: $206.85
#3 of 28 Top 7.1% in 7B-10B tier
3
Total Loans
balance_sheet
Value: $7.76B
Peer Median: $6.60B
#3 of 28 Top 7.1% in 7B-10B tier
3
Average Member Relationship (AMR)
engagement
Value: $64,519
Peer Median: $31,495
#3 of 28 Top 7.1% in 7B-10B tier
3
Loan-to-Member Ratio (LMR)
engagement
Value: $31,506
Peer Median: $13,051
#3 of 28 Top 7.1% in 7B-10B tier
4
Indirect Auto Concentration (%)
balance_sheet
Value: 0.01%
Peer Median: 15.88%
#4 of 28 Top 10.7% in 7B-10B tier
6
Total Assets
balance_sheet
Value: $9.69B
Peer Median: $9.14B
#6 of 28 Top 17.9% in 7B-10B tier
7
Loan-to-Share Ratio
balance_sheet
Value: 95.44%
Peer Median: 83.58%
#7 of 28 Top 21.4% in 7B-10B tier

Top Weaknesses (7 metrics)

26
Member Growth Rate
growth
Value: -3.56%
Peer Median: 2.28%
#26 of 28 Bottom 10.7% in 7B-10B tier
26
Members Per Employee (MPE)
engagement
Value: 286.052
Peer Median: 394.254
#26 of 28 Bottom 10.7% in 7B-10B tier
25
Total Members
engagement
Value: 246,291
Peer Median: 451,813
#25 of 28 Bottom 14.3% in 7B-10B tier
23
Asset Growth Rate
growth
Value: 1.07%
Peer Median: 4.49%
#23 of 28 Bottom 21.4% in 7B-10B tier
23
Loan Growth Rate
growth
Value: 0.93%
Peer Median: 4.76%
#23 of 28 Bottom 21.4% in 7B-10B tier
23
Total Delinquency Rate (60+ days)
risk
Value: 1.08%
Peer Median: 0.71%
#23 of 28 Bottom 21.4% in 7B-10B tier
23
First Mortgage Concentration (%)
balance_sheet
Value: 49.62%
Peer Median: 37.58%
#23 of 28 Bottom 21.4% in 7B-10B tier
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