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ALLEGACY

Charter #24438 · NC

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 6 in NC
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ALLEGACY has 4 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.28% above tier average
  • + Total Members: Top 2.7% in tier
  • + Fee Income Per Member: Top 6.3% in tier
  • + Total Loans: Top 6.3% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 31.7% in tier
  • - Indirect Auto Dependency: Bottom 35.8% in tier
  • - Efficiency ratio 6.13% above tier (higher cost structure)

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 6 that size in North Carolina.
  • Shares and deposits +6.7% year over year ($2.21B in shares and deposits).
  • Membership: 187,784 members, +4.4% vs a year ago.
  • Delinquency rate 0.65%.
  • Return on assets 1.10%.
  • Efficiency ratio 79.15% vs a 73.02% peer average.
  • Loan-to-share ratio 93.59% 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 (NC) National Avg Tier Percentile
Members 187,784
+4.4% YoY+1.5% QoQ
+90.9K 96,861
-1.9% YoY
91,933
+2.2% YoY
34,678
+6.6% YoY
Top 3.0% in tier
Assets $2.6B
+6.9% YoY+0.9% QoQ
+$866.9M $1.7B
+0.4% YoY
$1.6B
+7.2% YoY
$593.1M
+10.2% YoY
Top 12.3% in tier
Loans $2.1B
+6.9% YoY+2.9% QoQ
+$832.5M $1.2B
+0.7% YoY
$1.1B
+5.6% YoY
$418.6M
+10.1% YoY
Top 6.7% in tier
Deposits $2.2B
+6.7% YoY+0.7% QoQ
+$745.0M $1.5B
+0.5% YoY
$1.4B
+7.1% YoY
$504.8M
+10.3% YoY
Top 12.3% in tier

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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 1.1%
+65.7% YoY-23.1% QoQ
+0.3% 0.8%
+27.6% YoY
0.9%
+189.6% YoY
1.2%
+121.4% YoY
76%
NIM 3.5%
-0.4% YoY+1.1% QoQ
+0.0% 3.4%
+6.6% YoY
4.0%
+0.2% YoY
3.8%
+2.3% YoY
50%
Efficiency Ratio 79.2%
-6.1% YoY+4.6% QoQ
+6.1% 73.0%
-2.7% YoY
83.1%
+0.7% YoY
83.0%
-5.3% YoY
76%
Delinquency Rate 0.6%
-0.7% YoY+26.0% QoQ
-0.2 0.9%
+7.3% YoY
1.5%
+12.0% YoY
1.3%
+2.6% YoY
46%
Loan To Share 93.6%
+0.2% YoY+2.2% QoQ
+8.9% 84.7%
+0.1% YoY
74.9%
+0.0% YoY
66.4%
-1.4% YoY
73%
AMR $22,766
+2.3% YoY+0.3% QoQ
$-7K $29,575
+1.5% YoY
$17,976
+4.0% YoY
$20,028
-0.9% YoY
17%
CD Concentration 25.0%
-3.8% YoY+0.5% QoQ
-4.1% 29.1% 21.4% 20.0% 31%
Indirect Auto % 20.6%
-0.5% YoY+3.9% QoQ
+2.5% 18.1% 4.6% 7.7% 62%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (2)

Indirect Auto Dependency

risk
#128 of 193 • Bottom 35.8% in tier

Significant portion of loan portfolio in indirect auto (>15%). This concentration creates dependency on dealer relationships.

Why This Signature
Asset Growth (YoY): 6.89%
(Tier: 6.52%, National: 3.30%)
but better than tier avg
Indirect Auto %: 20.57%
(Tier: 18.08%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 4.36%
(Tier: 3.16%, National: 15.67%)
but better than tier avg
193 of 377 Mid-Market CUs have this signature | 714 nationally
↓ Shrinking -10 CUs YoY | Rank worsening

Liquidity Strain

risk
#112 of 168 • Bottom 31.7% in tier

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

Why This Signature
Loan-to-Share Ratio: 93.59%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 6.91%
(Tier: 6.76%, National: 78.26%)
but better than tier avg
168 of 377 Mid-Market CUs have this signature | 432 nationally
→ Stable (173→168 CUs) -5 CUs YoY | Rank improving

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 (10 metrics)

9
Total Members
engagement
Value: 187,784
Peer Median: 86,516
#9 of 300 Top 2.7% in 1B-3B tier
20
Fee Income Per Member
profitability
Value: $352.66
Peer Median: $204.73
#20 of 300 Top 6.3% in 1B-3B tier
20
Total Loans
balance_sheet
Value: $2.07B
Peer Median: $1.14B
#20 of 300 Top 6.3% in 1B-3B tier
37
Total Assets
balance_sheet
Value: $2.59B
Peer Median: $1.51B
#37 of 300 Top 12.0% in 1B-3B tier
37
Total Deposits
balance_sheet
Value: $2.21B
Peer Median: $1.30B
#37 of 300 Top 12.0% in 1B-3B tier
46
First Mortgage Concentration (%)
balance_sheet
Value: 19.09%
Peer Median: 33.59%
#46 of 300 Top 15.0% in 1B-3B tier
50
Net Charge-Off Rate
risk
Value: 0.22%
Peer Median: 0.52%
#50 of 300 Top 16.3% in 1B-3B tier
51
Members Per Employee (MPE)
engagement
Value: 434.685
Peer Median: 346.173
#51 of 300 Top 16.7% in 1B-3B tier
72
Return on Assets (ROA)
profitability
Value: 1.10%
Peer Median: 0.77%
#72 of 300 Top 23.7% in 1B-3B tier
76
Member Growth Rate
growth
Value: 4.36%
Peer Median: 1.84%
#76 of 300 Top 25.0% in 1B-3B tier

Top Weaknesses (2 metrics)

249
Average Member Relationship (AMR)
engagement
Value: $22,766
Peer Median: $28,089
#249 of 300 Bottom 17.3% in 1B-3B tier
228
Efficiency Ratio
profitability
Value: 79.15%
Peer Median: 73.62%
#228 of 300 Bottom 24.3% in 1B-3B tier
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