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AMERICA'S FIRST

Charter #24534 · AL

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 10 in AL
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AMERICA'S FIRST has 6 strengths but faces 4 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.43% above tier average
  • + Net Interest Margin 0.16% above tier average
  • + Total Members: Top 1.3% in tier
  • + Total Deposits: Top 3.3% in tier
  • + Total Loans: Top 3.7% in tier
  • + Total Assets: Top 4.0% in tier

Key Concerns

Areas that may need attention

  • - Margin Compression: Bottom 16.3% in tier
  • - Indirect Auto Dependency: Bottom 35.2% in tier
  • - Liquidity Strain: Bottom 42.4% in tier
  • - Indirect Auto Concentration (%): Bottom 4.7% in tier

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 10 that size in Alabama.
  • Shares and deposits +6.0% year over year ($2.42B in shares and deposits).
  • Membership: 195,624 members, +0.3% vs a year ago.
  • Delinquency rate 0.77%.
  • Return on assets 1.25%.
  • Efficiency ratio 65.79% vs a 73.02% peer average.
  • Loan-to-share ratio 90.92% 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 (AL) National Avg Tier Percentile
Members 195,624
+0.3% YoY+0.3% QoQ
+98.8K 96,861
-1.9% YoY
28,281
-1.7% YoY
34,678
+6.6% YoY
Top 1.7% in tier
Assets $2.8B
+6.9% YoY+1.6% QoQ
+$1.1B $1.7B
+0.4% YoY
$459.0M
+7.0% YoY
$593.1M
+10.2% YoY
Top 4.3% in tier
Loans $2.2B
+2.7% YoY+1.6% QoQ
+$962.3M $1.2B
+0.7% YoY
$266.3M
+5.7% YoY
$418.6M
+10.1% YoY
Top 4.0% in tier
Deposits $2.4B
+6.0% YoY+1.2% QoQ
+$952.4M $1.5B
+0.5% YoY
$400.1M
+6.1% YoY
$504.8M
+10.3% YoY
Top 3.7% 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 1.3%
-9.7% YoY+66.7% QoQ
+0.4% 0.8%
+27.6% YoY
1.1%
+39.6% YoY
1.2%
+121.4% YoY
Top 15.0% in tier
NIM 3.6%
+4.8% YoY+2.3% QoQ
+0.2% 3.4%
+6.6% YoY
3.7%
+1.1% YoY
3.8%
+2.3% YoY
60%
Efficiency Ratio 65.8%
+6.3% YoY-9.2% QoQ
-7.2% 73.0%
-2.7% YoY
82.1%
+5.7% YoY
83.0%
-5.3% YoY
18%
Delinquency Rate 0.8%
-6.6% YoY+0.1% QoQ
-0.1 0.9%
+7.3% YoY
1.4%
-5.8% YoY
1.3%
+2.6% YoY
56%
Loan To Share 90.9%
-3.1% YoY+0.4% QoQ
+6.2% 84.7%
+0.1% YoY
59.3%
-1.7% YoY
66.4%
-1.4% YoY
62%
AMR $23,577
+4.1% YoY+1.1% QoQ
$-6K $29,575
+1.5% YoY
$17,701
+4.0% YoY
$20,028
-0.9% YoY
22%
CD Concentration 27.2%
+2.3% YoY+0.6% QoQ
-1.9% 29.1% 21.8% 20.0% 43%
Indirect Auto % 47.5%
-4.6% YoY-2.1% QoQ
+29.4% 18.1% 5.2% 7.7% Bottom 5.1% in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (3)

Indirect Auto Dependency

risk
#10 of 193 • Bottom 35.2% in tier

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

Why This Signature
Asset Growth (YoY): 6.94%
(Tier: 6.52%, National: 3.30%)
but better than tier avg
Indirect Auto %: 47.48%
(Tier: 18.08%, National: 7.71%)
worse than tier avg
Member Growth (YoY): 0.25%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
193 of 377 Mid-Market CUs have this signature | 714 nationally
↓ Shrinking -10 CUs YoY | Rank improving

Margin Compression

decline
#10 of 20 • Bottom 16.3% in tier

Profitability above 0.75% ROA but margins eroding by at least 0.10%. Something changed - rising costs or falling yields need addressing.

Why This Signature
Return on Assets: 1.25%
(Tier: 0.84%, National: 1.23%)
but better than tier avg
ROA (Prior Year): 1.39%
(Tier: 0.66%, National: 0.66%)
but better than tier avg
ROA Change (YoY): -0.14% points
(Tier: 0.18% points, National: 0.47% points)
worse than tier avg
20 of 377 Mid-Market CUs have this signature | 167 nationally
→ Stable (22→20 CUs) -2 CUs YoY | New qualifier

Liquidity Strain

risk
#161 of 168 • Bottom 42.4% in tier

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

Why This Signature
Loan-to-Share Ratio: 90.92%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 2.69%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
168 of 377 Mid-Market CUs have this signature | 432 nationally
→ Stable (173→168 CUs) -5 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 (8 metrics)

5
Total Members
engagement
Value: 195,624
Peer Median: 86,516
#5 of 300 Top 1.3% in 1B-3B tier
11
Total Deposits
balance_sheet
Value: $2.42B
Peer Median: $1.30B
#11 of 300 Top 3.3% in 1B-3B tier
12
Total Loans
balance_sheet
Value: $2.20B
Peer Median: $1.14B
#12 of 300 Top 3.7% in 1B-3B tier
13
Total Assets
balance_sheet
Value: $2.79B
Peer Median: $1.51B
#13 of 300 Top 4.0% in 1B-3B tier
40
First Mortgage Concentration (%)
balance_sheet
Value: 17.99%
Peer Median: 33.59%
#40 of 300 Top 13.0% in 1B-3B tier
45
Return on Assets (ROA)
profitability
Value: 1.25%
Peer Median: 0.77%
#45 of 300 Top 14.7% in 1B-3B tier
56
Efficiency Ratio
profitability
Value: 65.79%
Peer Median: 73.62%
#56 of 300 Top 18.3% in 1B-3B tier
59
Members Per Employee (MPE)
engagement
Value: 418.000
Peer Median: 346.173
#59 of 300 Top 19.3% in 1B-3B tier

Top Weaknesses (2 metrics)

287
Indirect Auto Concentration (%)
balance_sheet
Value: 47.48%
Peer Median: 14.26%
#287 of 300 Bottom 4.7% in 1B-3B tier
235
Average Member Relationship (AMR)
engagement
Value: $23,577
Peer Median: $28,089
#235 of 300 Bottom 22.0% in 1B-3B tier
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