EVEREST

Charter #24906 | NY

<100M (2596 CUs) Micro
188 <100M in NY

EVEREST has 11 strengths but faces 2 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.69% above tier average
  • + Net Interest Margin 2.36% above tier average
  • + Strong member growth: 53.6% YoY
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + First Mortgage Concentration (%): Top 0.0% in tier
  • + Asset Growth Rate: Top 0.1% in tier
  • + Deposit Growth Rate: Top 0.1% in tier
  • + Member Growth Rate: Top 0.5% in tier
  • + Loan Growth Rate: Top 0.5% in tier
  • + AMR Growth Rate: Top 0.6% in tier
  • + Net Charge-Off Rate: Top 9.4% in tier

Key Concerns

Areas that may need attention

  • - Delinquency rate 8.68% above tier average
  • - Total Delinquency Rate (60+ days): Bottom 2.4% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (NY) National Avg Tier Percentile
Members 2,167
+53.6% YoY+11.9% QoQ
-458 2,625
-2.2% YoY
25,964
+5.4% YoY
33,089
+6.1% YoY
55th in tier
Assets $10.7M
+192.6% YoY+69.0% QoQ
$-19.2M $29.9M
+1.1% YoY
$471.3M
+6.4% YoY
$547.7M
+7.8% YoY
33rd in tier
Loans $4.6M
+42.9% YoY+14.0% QoQ
$-11.1M $15.8M
-2.4% YoY
$316.5M
+7.1% YoY
$388.7M
+8.6% YoY
32nd in tier
Deposits $10.0M
+219.6% YoY+77.2% QoQ
$-15.5M $25.5M
+0.4% YoY
$400.0M
+7.6% YoY
$464.6M
+9.3% YoY
36th in tier
ROA 1.4%
-37.2% YoY-60.5% QoQ
+0.7% 0.7%
-731.4% YoY
0.9%
+294.0% YoY
0.7%
+273.4% YoY
Top 23.6% in tier
NIM 6.3%
-31.6% YoY-24.5% QoQ
+2.4% 3.9%
+3.8% YoY
3.6%
+5.0% YoY
3.7%
+5.0% YoY
Top 3.0% in tier
Efficiency Ratio 76.8%
+28.1% YoY+28.1% QoQ
-4.6% 81.4%
-2.4% YoY
80.1%
-6.2% YoY
79.1%
-3.3% YoY
46th in tier
Delinquency Rate 10.2%
+186.5% YoY+22.3% QoQ
+8.7 1.5%
-2.0% YoY
1.7%
-8.3% YoY
1.2%
-0.9% YoY
Top 2.4% in tier
Loan To Share 46.3%
-55.3% YoY-35.6% QoQ
-15.0% 61.2%
-3.0% YoY
61.5%
-2.3% YoY
68.0%
-1.7% YoY
27th in tier
AMR $6,748
+49.6% YoY+34.8% QoQ
$-8K $14,627
-2.7% YoY
$19,040
-21.7% YoY
$19,418
+1.3% YoY
Bottom 14.2% in tier
CD Concentration 20.0%
+100.0% YoY-28.1% QoQ
-4.4% 24.4%
+4.2% YoY
15.9%
+8.4% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 0.0% -14.0% 14.0%
-5.8% YoY
2.6%
-3.7% 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 (10 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
3
Asset Growth Rate
growth
Value: 192.55%
Peer Avg: 1.82%
#3 of 2596 Top 0.1% in <100M tier
4
Deposit Growth Rate
growth
Value: 219.63%
Peer Avg: 16.80%
#4 of 2596 Top 0.1% in <100M tier
14
Member Growth Rate
growth
Value: 53.58%
Peer Avg: 14.92%
#14 of 2596 Top 0.5% in <100M tier
15
Loan Growth Rate
growth
Value: 42.95%
Peer Avg: 59.01%
#15 of 2596 Top 0.5% in <100M tier
16
AMR Growth Rate
growth
Value: 49.62%
Peer Avg: 4.67%
#16 of 2596 Top 0.6% in <100M tier
78
Net Interest Margin (NIM)
profitability
Value: 6.30%
Peer Avg: 3.93%
#78 of 2596 Top 3.0% 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
612
Return on Assets (ROA)
profitability
Value: 1.38%
Peer Avg: 0.68%
#612 of 2596 Top 23.5% in <100M tier

Top Weaknesses (5 metrics)

2535
Total Delinquency Rate (60+ days)
risk
Value: 10.19%
Peer Avg: 1.51%
#2535 of 2596 Bottom 2.4% in <100M tier
2237
Net Worth Ratio
risk
Value: 9.61%
Peer Avg: 16.43%
#2237 of 2596 Bottom 13.9% in <100M tier
2227
Average Member Relationship (AMR)
engagement
Value: $6,748
Peer Avg: $14,627
#2227 of 2596 Bottom 14.3% in <100M tier
2225
Loan-to-Member Ratio (LMR)
engagement
Value: $2,135
Peer Avg: $5,488
#2225 of 2596 Bottom 14.3% in <100M tier
2115
Members Per Employee (MPE)
engagement
Value: 216.700
Peer Avg: 365.701
#2115 of 2596 Bottom 18.6% in <100M tier