PUTNAM SCHOOL EMPLOYEES

Charter #21107 | WV

<100M (2596 CUs) Micro
63 <100M in WV

PUTNAM SCHOOL EMPLOYEES has 6 strengths but faces 1 concern

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 1.15% above tier average
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + First Mortgage Concentration (%): Top 0.0% in tier
  • + Share Certificate Concentration (%): Top 0.0% in tier
  • + Efficiency Ratio: Top 4.0% in tier
  • + Members Per Employee (MPE): Top 6.0% in tier

Key Concerns

Areas that may need attention

  • - Member decline: -2.6% YoY

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (WV) National Avg Tier Percentile
Members 1,908
-2.6% YoY-1.3% QoQ
-717 2,625
-2.2% YoY
5,095
+0.6% YoY
33,089
+6.1% YoY
50th in tier
Assets $13.9M
+2.0% YoY-0.8% QoQ
$-16.0M $29.9M
+1.1% YoY
$68.6M
+3.5% YoY
$547.7M
+7.8% YoY
40th in tier
Loans $7.0M
+0.4% YoY+4.4% QoQ
$-8.8M $15.8M
-2.4% YoY
$38.2M
+0.9% YoY
$388.7M
+8.6% YoY
42nd in tier
Deposits $11.0M
+0.3% YoY-1.8% QoQ
$-14.4M $25.5M
+0.4% YoY
$58.7M
+3.0% YoY
$464.6M
+9.3% YoY
39th in tier
ROA 1.8%
-7.7% YoY+36.4% QoQ
+1.2% 0.7%
-731.4% YoY
1.0%
+49.4% YoY
0.7%
+273.4% YoY
Top 12.2% in tier
NIM 3.8%
+8.2% YoY+9.2% QoQ
-0.1% 3.9%
+3.8% YoY
3.9%
+3.9% YoY
3.7%
+5.0% YoY
47th in tier
Efficiency Ratio 45.5%
+2.8% YoY-19.4% QoQ
-35.9% 81.4%
-2.4% YoY
72.7%
-3.2% YoY
79.1%
-3.3% YoY
Bottom 4.0% in tier
Delinquency Rate 0.2%
-72.6% YoY+165.9% QoQ
-1.3 1.5%
-2.0% YoY
1.3%
-29.4% YoY
1.2%
-0.9% YoY
30th in tier
Loan To Share 63.3%
+0.1% YoY+6.3% QoQ
+2.1% 61.2%
-3.0% YoY
60.8%
-6.8% YoY
68.0%
-1.7% YoY
53rd in tier
AMR $9,439
+3.0% YoY+1.9% QoQ
$-5K $14,627
-2.7% YoY
$14,844
+2.4% YoY
$19,418
+1.3% YoY
26th in tier
CD Concentration 0.0% -24.4% 24.4%
+4.2% YoY
16.2%
+7.9% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 0.0% -14.0% 14.0%
-5.8% YoY
2.3%
-13.6% 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 (7 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
1
Share Certificate Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 15.37%
#1 of 2596 Top 0.0% in <100M tier
105
Efficiency Ratio
profitability
Value: 45.49%
Peer Avg: 81.39%
#105 of 2596 Top 4.0% in <100M tier
158
Members Per Employee (MPE)
engagement
Value: 636.000
Peer Avg: 365.701
#158 of 2596 Top 6.0% in <100M tier
316
Return on Assets (ROA)
profitability
Value: 1.83%
Peer Avg: 0.68%
#316 of 2596 Top 12.1% in <100M tier
544
Net Worth Ratio
risk
Value: 20.39%
Peer Avg: 16.43%
#544 of 2596 Top 20.9% in <100M tier

Top Weaknesses (0 metrics)

No weakness rankings available