HOPESOUTH

Charter #20824 | SC

<100M (2596 CUs) Micro
24 <100M in SC

HOPESOUTH has 7 strengths but faces 1 concern

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 1.25% above tier average
  • + Net Interest Margin 2.00% above tier average
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + First Mortgage Concentration (%): Top 0.0% in tier
  • + Fee Income Per Member: Top 6.1% in tier
  • + Member Growth Rate: Top 7.0% in tier
  • + Net Worth Ratio: Top 9.2% in tier

Key Concerns

Areas that may need attention

  • - Delinquency rate 0.68% above tier average

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (SC) National Avg Tier Percentile
Members 3,781
+4.8% YoY+0.7% QoQ
+1.2K 2,625
-2.2% YoY
37,124
+2.2% YoY
33,089
+6.1% YoY
Top 23.6% in tier
Assets $36.8M
+5.9% YoY-0.6% QoQ
+$7.0M $29.9M
+1.1% YoY
$514.3M
+4.6% YoY
$547.7M
+7.8% YoY
67th in tier
Loans $15.6M
+8.4% YoY+1.0% QoQ
$-122K $15.8M
-2.4% YoY
$362.8M
+7.0% YoY
$388.7M
+8.6% YoY
62nd in tier
Deposits $26.7M
+4.0% YoY-1.4% QoQ
+$1.2M $25.5M
+0.4% YoY
$433.3M
+6.0% YoY
$464.6M
+9.3% YoY
61st in tier
ROA 1.9%
-4.7% YoY-6.6% QoQ
+1.3% 0.7%
-731.4% YoY
1.2%
+18.8% YoY
0.7%
+273.4% YoY
Top 10.1% in tier
NIM 5.9%
-5.0% YoY+1.1% QoQ
+2.0% 3.9%
+3.8% YoY
4.3%
+2.6% YoY
3.7%
+5.0% YoY
Top 4.5% in tier
Efficiency Ratio 71.9%
+5.2% YoY+1.3% QoQ
-9.5% 81.4%
-2.4% YoY
75.1%
-1.9% YoY
79.1%
-3.3% YoY
35th in tier
Delinquency Rate 2.2%
+9.6% YoY+21.4% QoQ
+0.7 1.5%
-2.0% YoY
0.9%
+10.3% YoY
1.2%
-0.9% YoY
Top 18.0% in tier
Loan To Share 58.7%
+4.2% YoY+2.5% QoQ
-2.5% 61.2%
-3.0% YoY
71.3%
-1.2% YoY
68.0%
-1.7% YoY
46th in tier
AMR $11,188
+0.8% YoY-1.2% QoQ
$-3K $14,627
-2.7% YoY
$16,641
+2.9% YoY
$19,418
+1.3% YoY
35th in tier
CD Concentration 19.3%
+8.5% YoY+2.1% QoQ
-5.1% 24.4%
+4.2% YoY
17.4%
+3.6% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 0.0% -14.0% 14.0%
-5.8% YoY
5.9%
-5.3% YoY
7.9%
-2.9% YoY
50th in tier

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 2596 peers in tier

Top Strengths (10 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 2.84%
#1 of 2596 Top 0.0% in <100M tier
1
First Mortgage Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 14.49%
#1 of 2596 Top 0.0% in <100M tier
116
Net Interest Margin (NIM)
profitability
Value: 5.93%
Peer Avg: 3.93%
#116 of 2596 Top 4.4% in <100M tier
160
Fee Income Per Member
profitability
Value: $203.20
Peer Avg: $182.96
#160 of 2596 Top 6.1% in <100M tier
182
Member Growth Rate
growth
Value: 4.79%
Peer Avg: 14.92%
#182 of 2596 Top 7.0% in <100M tier
240
Net Worth Ratio
risk
Value: 26.33%
Peer Avg: 16.43%
#240 of 2596 Top 9.2% in <100M tier
263
Return on Assets (ROA)
profitability
Value: 1.93%
Peer Avg: 0.68%
#263 of 2596 Top 10.1% in <100M tier
343
Loan Growth Rate
growth
Value: 8.43%
Peer Avg: 59.01%
#343 of 2596 Top 13.2% in <100M tier
548
Asset Growth Rate
growth
Value: 5.91%
Peer Avg: 1.82%
#548 of 2596 Top 21.1% in <100M tier
612
Total Members
engagement
Value: 3,781
Peer Avg: 2,626
#612 of 2596 Top 23.5% in <100M tier

Top Weaknesses (2 metrics)

2131
Total Delinquency Rate (60+ days)
risk
Value: 2.19%
Peer Avg: 1.51%
#2131 of 2596 Bottom 18.0% in <100M tier
2129
Net Charge-Off Rate
risk
Value: 0.84%
Peer Avg: 0.57%
#2129 of 2596 Bottom 18.0% in <100M tier