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SHARONVIEW

Charter #22458 · SC

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 8 in SC
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SHARONVIEW faces 8 concerns requiring attention

Key Strengths

Areas where this CU excels compared to peers

No key strengths identified

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 1.6% in tier
  • - Institutional Decline: Bottom 74.1% in tier
  • - Stagnation Risk: Bottom 93.0% in tier
  • - Membership Headwinds: Bottom 93.0% in tier
  • - ROA 0.59% below tier average
  • - Efficiency ratio 23.68% above tier (higher cost structure)
  • - Delinquency rate 0.32% above tier average
  • - Member decline: -3.9% YoY

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 300 credit unions with $1B-$3B in assets nationally, and 1 of 8 that size in South Carolina.
  • Shares and deposits +0.3% year over year ($1.18B in shares and deposits).
  • Membership: 81,582 members, -3.9% vs a year ago.
  • Delinquency rate 1.18%.
  • Return on assets 0.23%.
  • Efficiency ratio 96.70% vs a 73.02% peer average.
  • Loan-to-share ratio 80.28% vs a 84.71% 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 (SC) National Avg Tier Percentile
Members 81,582
-3.9% YoY-1.5% QoQ
-15.3K 96,861
-1.9% YoY
38,222
+5.6% YoY
34,678
+6.6% YoY
44%
Assets $1.3B
-1.5% YoY-1.7% QoQ
$-396.1M $1.7B
+0.4% YoY
$548.9M
+9.6% YoY
$593.1M
+10.2% YoY
32%
Loans $944.9M
-0.5% YoY-3.6% QoQ
$-289.3M $1.2B
+0.7% YoY
$385.7M
+10.8% YoY
$418.6M
+10.1% YoY
31%
Deposits $1.2B
+0.3% YoY+0.7% QoQ
$-286.3M $1.5B
+0.5% YoY
$462.6M
+9.2% YoY
$504.8M
+10.3% YoY
38%

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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 0.2%
-131.0% YoY-200.6% QoQ
-0.6% 0.8%
+27.6% YoY
0.9%
-19.6% YoY
1.2%
+121.4% YoY
Bottom 6.7% in tier
NIM 2.7%
+8.9% YoY+1.2% QoQ
-0.8% 3.4%
+6.6% YoY
4.2%
-1.3% YoY
3.8%
+2.3% YoY
Bottom 10.3% in tier
Efficiency Ratio 96.7%
-6.4% YoY-0.0% QoQ
+23.7% 73.0%
-2.7% YoY
79.7%
+5.8% YoY
83.0%
-5.3% YoY
Bottom 1.3% in tier
Delinquency Rate 1.2%
-38.7% YoY+5.1% QoQ
+0.3 0.9%
+7.3% YoY
1.1%
+14.2% YoY
1.3%
+2.6% YoY
78%
Loan To Share 80.3%
-0.8% YoY-4.3% QoQ
-4.4% 84.7%
+0.1% YoY
70.2%
-0.9% YoY
66.4%
-1.4% YoY
32%
AMR $26,010
+4.0% YoY+0.3% QoQ
$-4K $29,575
+1.5% YoY
$17,221
+4.1% YoY
$20,028
-0.9% YoY
36%
CD Concentration 25.9%
-8.6% YoY-1.4% QoQ
-3.2% 29.1% 18.3% 20.0% 37%
Indirect Auto % 4.3%
-21.5% YoY-22.1% QoQ
-13.8% 18.1% 6.0% 7.7% 22%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (4)

Stagnation Risk

risk
#12 of 86 • Bottom 93.0% 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): -3.93%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -0.55%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
Delinquency Rate: 1.18%
(Tier: 0.86%, National: 1.26%)
worse than tier avg
86 of 377 Mid-Market CUs have this signature | 653 nationally
→ Stable (82→86 CUs) +4 CUs YoY | Rank improving

Membership Headwinds

decline
#27 of 86 • Bottom 93.0% in tier

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

Why This Signature
Member Growth (YoY): -3.93%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
86 of 377 Mid-Market CUs have this signature | 653 nationally
→ Stable (82→86 CUs) +4 CUs YoY | Rank worsening

Efficiency Drag

risk
#35 of 71 • Bottom 1.6% in tier

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

Why This Signature
Efficiency Ratio: 96.70%
(Tier: 72.30%, National: 82.97%)
worse than tier avg
ROA Change (YoY): 0.98% points
(Tier: 0.18% points, National: 0.47% points)
but better than tier avg
Member Growth (YoY): -3.93%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
71 of 377 Mid-Market CUs have this signature | 608 nationally
↓ Shrinking -33 CUs YoY | Rank worsening

Institutional Decline

decline
#19 of 25 • Bottom 74.1% in tier

Both members and loans declining - the institution is contracting. Leadership is likely under pressure to reverse course.

Why This Signature
Total Assets: $1.33B
(Tier: $2.16B, National: $593.11M)
worse than tier avg
Member Growth (YoY): -3.93%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -0.55%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
25 of 377 Mid-Market CUs have this signature | 261 nationally
↓ Shrinking -12 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 300 peers in tier

Top Strengths (1 metrics)

74
Indirect Auto Concentration (%)
balance_sheet
Value: 4.28%
Peer Median: 14.26%
#74 of 300 Top 24.3% in 1B-3B tier

Top Weaknesses (10 metrics)

298
Net Worth Ratio
risk
Value: 7.63%
Peer Median: 10.91%
#298 of 300 Bottom 1.0% in 1B-3B tier
297
Efficiency Ratio
profitability
Value: 96.70%
Peer Median: 73.62%
#297 of 300 Bottom 1.3% in 1B-3B tier
280
Return on Assets (ROA)
profitability
Value: 0.23%
Peer Median: 0.77%
#280 of 300 Bottom 7.0% in 1B-3B tier
277
Member Growth Rate
growth
Value: -3.93%
Peer Median: 1.84%
#277 of 300 Bottom 8.0% in 1B-3B tier
276
Asset Growth Rate
growth
Value: -1.49%
Peer Median: 5.21%
#276 of 300 Bottom 8.3% in 1B-3B tier
269
Net Interest Margin (NIM)
profitability
Value: 2.67%
Peer Median: 3.46%
#269 of 300 Bottom 10.7% in 1B-3B tier
259
Deposit Growth Rate
growth
Value: 0.27%
Peer Median: 4.79%
#259 of 300 Bottom 14.0% in 1B-3B tier
252
Loan Growth Rate
growth
Value: -0.55%
Peer Median: 5.71%
#252 of 300 Bottom 16.3% in 1B-3B tier
235
Total Delinquency Rate (60+ days)
risk
Value: 1.18%
Peer Median: 0.70%
#235 of 300 Bottom 22.0% in 1B-3B tier
226
First Mortgage Concentration (%)
balance_sheet
Value: 42.76%
Peer Median: 33.59%
#226 of 300 Bottom 25.0% in 1B-3B tier
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