EPISCOPAL COMMUNITY

Charter #24506 | CA

<100M (2596 CUs) Micro
92 <100M in CA

EPISCOPAL COMMUNITY has 4 strengths but faces 5 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
  • + Share Certificate Concentration (%): Top 0.0% in tier
  • + AMR Growth Rate: Top 5.7% in tier

Key Concerns

Areas that may need attention

  • - ROA 0.20% below tier average
  • - Efficiency ratio 5.88% above tier (higher cost structure)
  • - Member decline: -9.4% YoY
  • - Net Worth Ratio: Bottom 4.9% in tier
  • - Member Growth Rate: Bottom 6.6% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (CA) National Avg Tier Percentile
Members 1,015
-9.4% YoY-1.0% QoQ
-1.6K 2,625
-2.2% YoY
59,606
+5.7% YoY
33,089
+6.1% YoY
29th in tier
Assets $6.2M
+4.3% YoY-4.7% QoQ
$-23.6M $29.9M
+1.1% YoY
$1.2B
+6.2% YoY
$547.7M
+7.8% YoY
Bottom 23.5% in tier
Loans $1.8M
+1.4% YoY-1.0% QoQ
$-14.0M $15.8M
-2.4% YoY
$845.5M
+7.1% YoY
$388.7M
+8.6% YoY
Bottom 16.3% in tier
Deposits $5.6M
+3.0% YoY-5.4% QoQ
$-19.8M $25.5M
+0.4% YoY
$1.0B
+8.8% YoY
$464.6M
+9.3% YoY
26th in tier
ROA 0.5%
-187.4% YoY+9.5% QoQ
-0.2% 0.7%
-731.4% YoY
0.6%
+30.0% YoY
0.7%
+273.4% YoY
36th in tier
NIM 3.8%
+4.5% YoY+5.0% QoQ
-0.1% 3.9%
+3.8% YoY
3.3%
+6.5% YoY
3.7%
+5.0% YoY
48th in tier
Efficiency Ratio 87.3%
-19.5% YoY-3.5% QoQ
+5.9% 81.4%
-2.4% YoY
79.3%
-6.2% YoY
79.1%
-3.3% YoY
71st in tier
Delinquency Rate 0.4%
-87.3% YoY-94.7% QoQ
-1.1 1.5%
-2.0% YoY
0.7%
-38.7% YoY
1.2%
-0.9% YoY
39th in tier
Loan To Share 32.2%
-1.6% YoY+4.6% QoQ
-29.0% 61.2%
-3.0% YoY
68.8%
-1.5% YoY
68.0%
-1.7% YoY
Bottom 11.9% in tier
AMR $7,313
+13.3% YoY-3.4% QoQ
$-7K $14,627
-2.7% YoY
$28,514
+2.8% YoY
$19,418
+1.3% YoY
Bottom 16.2% in tier
CD Concentration 0.0% -24.4% 24.4%
+4.2% YoY
21.7%
+4.2% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 0.0% -14.0% 14.0%
-5.8% YoY
9.5%
-6.9% 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 (5 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
149
AMR Growth Rate
growth
Value: 13.25%
Peer Avg: 4.67%
#149 of 2596 Top 5.7% in <100M tier
371
Members Per Employee (MPE)
engagement
Value: 507.500
Peer Avg: 365.701
#371 of 2596 Top 14.3% in <100M tier

Top Weaknesses (7 metrics)

2471
Net Worth Ratio
risk
Value: 8.07%
Peer Avg: 16.43%
#2471 of 2596 Bottom 4.9% in <100M tier
2426
Member Growth Rate
growth
Value: -9.38%
Peer Avg: 14.92%
#2426 of 2596 Bottom 6.6% in <100M tier
2318
Loan-to-Member Ratio (LMR)
engagement
Value: $1,781
Peer Avg: $5,488
#2318 of 2596 Bottom 10.7% in <100M tier
2284
Loan-to-Share Ratio
balance_sheet
Value: 32.19%
Peer Avg: 61.23%
#2284 of 2596 Bottom 12.1% in <100M tier
2175
Average Member Relationship (AMR)
engagement
Value: $7,313
Peer Avg: $14,627
#2175 of 2596 Bottom 16.3% in <100M tier
2172
Total Loans
balance_sheet
Value: $1.81M
Peer Avg: $15.77M
#2172 of 2596 Bottom 16.4% in <100M tier
1985
Total Assets
balance_sheet
Value: $6.24M
Peer Avg: $29.86M
#1985 of 2596 Bottom 23.6% in <100M tier