HONEYWELL PHILADELPHIA DIV

Charter #2374 | PA

<100M (2596 CUs) Micro
198 <100M in PA

HONEYWELL PHILADELPHIA DIV has 3 strengths but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + First Mortgage Concentration (%): Top 0.0% in tier
  • + Net Charge-Off Rate: Top 9.4% in tier

Key Concerns

Areas that may need attention

  • - ROA 2.26% below tier average
  • - Efficiency ratio 143.42% above tier (higher cost structure)
  • - Member decline: -5.7% YoY
  • - Fee Income Per Member: Bottom 0.1% in tier
  • - Loan-to-Share Ratio: Bottom 2.0% in tier
  • - Net Interest Margin (NIM): Bottom 4.7% in tier
  • - Net Worth Ratio: Bottom 6.2% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (PA) National Avg Tier Percentile
Members 1,374
-5.7% YoY-0.3% QoQ
-1.3K 2,625
-2.2% YoY
17,552
+5.9% YoY
33,089
+6.1% YoY
38th in tier
Assets $23.5M
-3.4% YoY-1.9% QoQ
$-6.4M $29.9M
+1.1% YoY
$283.8M
+10.6% YoY
$547.7M
+7.8% YoY
52nd in tier
Loans $2.4M
-7.0% YoY+2.9% QoQ
$-13.4M $15.8M
-2.4% YoY
$193.1M
+8.6% YoY
$388.7M
+8.6% YoY
Bottom 20.0% in tier
Deposits $23.5M
-0.5% YoY-1.8% QoQ
$-1.9M $25.5M
+0.4% YoY
$243.3M
+10.9% YoY
$464.6M
+9.3% YoY
57th in tier
ROA -1.6%
+537.9% YoY-26.8% QoQ
-2.3% 0.7%
-731.4% YoY
0.8%
+22.9% YoY
0.7%
+273.4% YoY
Bottom 4.0% in tier
NIM 2.2%
+13.1% YoY+11.2% QoQ
-1.7% 3.9%
+3.8% YoY
3.5%
+4.5% YoY
3.7%
+5.0% YoY
Bottom 4.7% in tier
Efficiency Ratio 224.8%
+101.9% YoY-55.9% QoQ
+143.4% 81.4%
-2.4% YoY
76.2%
-1.5% YoY
79.1%
-3.3% YoY
Top 0.9% in tier
Delinquency Rate 0.5%
-87.8% YoY-43.4% QoQ
-1.0 1.5%
-2.0% YoY
1.3%
-8.2% YoY
1.2%
-0.9% YoY
41st in tier
Loan To Share 10.1%
-6.5% YoY+4.8% QoQ
-51.1% 61.2%
-3.0% YoY
55.4%
-2.3% YoY
68.0%
-1.7% YoY
Bottom 1.8% in tier
AMR $18,865
+4.8% YoY-1.1% QoQ
+$4K $14,627
-2.7% YoY
$16,339
+4.2% YoY
$19,418
+1.3% YoY
75th in tier
CD Concentration 13.9%
-1.6% YoY-5.6% QoQ
-10.5% 24.4%
+4.2% YoY
15.5%
+9.2% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 0.0% -14.0% 14.0%
-5.8% YoY
8.0%
+2.0% 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 (3 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
246
Net Charge-Off Rate
risk
Value: 0.00%
Peer Avg: 0.57%
#246 of 2596 Top 9.4% in <100M tier

Top Weaknesses (11 metrics)

2594
Fee Income Per Member
profitability
Value: $-166.22
Peer Avg: $182.96
#2594 of 2596 Bottom 0.1% in <100M tier
2573
Efficiency Ratio
profitability
Value: 224.81%
Peer Avg: 81.39%
#2573 of 2596 Bottom 0.9% in <100M tier
2546
Loan-to-Share Ratio
balance_sheet
Value: 10.11%
Peer Avg: 61.23%
#2546 of 2596 Bottom 2.0% in <100M tier
2493
Return on Assets (ROA)
profitability
Value: -1.58%
Peer Avg: 0.68%
#2493 of 2596 Bottom 4.0% in <100M tier
2474
Net Interest Margin (NIM)
profitability
Value: 2.21%
Peer Avg: 3.93%
#2474 of 2596 Bottom 4.7% in <100M tier
2437
Net Worth Ratio
risk
Value: 8.39%
Peer Avg: 16.43%
#2437 of 2596 Bottom 6.2% in <100M tier
2327
Loan-to-Member Ratio (LMR)
engagement
Value: $1,733
Peer Avg: $5,488
#2327 of 2596 Bottom 10.4% in <100M tier
2231
Member Growth Rate
growth
Value: -5.70%
Peer Avg: 14.92%
#2231 of 2596 Bottom 14.1% in <100M tier
2207
Members Per Employee (MPE)
engagement
Value: 196.286
Peer Avg: 365.701
#2207 of 2596 Bottom 15.0% in <100M tier
2078
Total Loans
balance_sheet
Value: $2.38M
Peer Avg: $15.77M
#2078 of 2596 Bottom 20.0% in <100M tier