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KINECTA

Charter #4142 · CA

Large 5B-7B
39 CUs in 5B-7B nationally 6 in CA
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KINECTA has 5 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 18.8% in tier
  • + Wallet Share Momentum: Top 18.8% in tier
  • + Loan-to-Member Ratio (LMR): Top 5.1% in tier
  • + Total Assets: Top 7.7% in tier
  • + Average Member Relationship (AMR): Top 7.7% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 30.3% in tier
  • - Credit Quality Pressure: Bottom 39.1% in tier
  • - Institutional Decline: Bottom 48.5% in tier
  • - Membership Headwinds: Bottom 96.9% in tier
  • - Stagnation Risk: Bottom 96.9% in tier
  • - ROA 0.60% below tier average
  • - Efficiency ratio 12.88% above tier (higher cost structure)
  • - Member decline: -5.5% YoY

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 39 credit unions with $5B-$7B in assets nationally, and 1 of 6 that size in California.
  • Shares and deposits +5.0% year over year ($5.65B in shares and deposits).
  • Membership: 225,848 members, -5.5% vs a year ago.
  • Delinquency rate 0.46%.
  • Return on assets 0.33%.
  • Efficiency ratio 78.06% vs a 65.18% peer average.
  • Loan-to-share ratio 94.57% vs a 85.64% 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 (CA) National Avg Tier Percentile
Members 225,848
-5.5% YoY-1.6% QoQ
-85.1K 310,918
+6.0% YoY
67,400
+7.3% YoY
34,678
+6.6% YoY
15%
Assets $6.8B
+5.1% YoY+5.1% QoQ
+$980.6M $5.8B
-1.1% YoY
$1.4B
+10.3% YoY
$593.1M
+10.2% YoY
Top 10.3% in tier
Loans $5.3B
-2.1% YoY+3.0% QoQ
+$1.1B $4.2B
-0.7% YoY
$958.9M
+10.2% YoY
$418.6M
+10.1% YoY
Top 12.8% in tier
Deposits $5.7B
+5.0% YoY-1.2% QoQ
+$757.5M $4.9B
-1.3% YoY
$1.2B
+11.1% YoY
$504.8M
+10.3% YoY
85%

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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 0.3%
+9.3% YoY+0.3% QoQ
-0.6% 0.9%
+35.3% YoY
2.5%
+328.4% YoY
1.2%
+121.4% YoY
Bottom 2.6% in tier
NIM 2.5%
-1.0% YoY-0.9% QoQ
-0.7% 3.2%
+9.5% YoY
3.4%
+4.4% YoY
3.8%
+2.3% YoY
Bottom 7.7% in tier
Efficiency Ratio 78.1%
-1.1% YoY-0.7% QoQ
+12.9% 65.2%
-9.0% YoY
79.7%
-4.5% YoY
83.0%
-5.3% YoY
Bottom 7.7% in tier
Delinquency Rate 0.5%
+24.6% YoY+9.4% QoQ
-0.3 0.8%
+23.8% YoY
0.7%
-14.3% YoY
1.3%
+2.6% YoY
26%
Loan To Share 94.6%
-6.7% YoY+4.3% QoQ
+8.9% 85.6%
-0.2% YoY
69.0%
+0.5% YoY
66.4%
-1.4% YoY
69%
AMR $48,695
+7.3% YoY+2.5% QoQ
+$17K $32,010
-7.3% YoY
$29,171
+2.5% YoY
$20,028
-0.9% YoY
Top 10.3% in tier
CD Concentration 49.9%
+4.8% YoY-0.6% QoQ
+21.5% 28.3% 22.2% 20.0% Top 3.0% in tier
Indirect Auto % 4.1%
-35.3% YoY-15.4% QoQ
-12.7% 16.8% 9.2% 7.7% 24%

Signature Analysis

Strengths (2)

Relationship Depth Leader

growth
#5 of 16 • Top 18.8% in tier

Top-tier average member relationship within peer group, with stable or growing engagement. Strong wallet share positioning.

Why This Signature
AMR Growth (YoY): 7.33%
(Tier: 4.16%, National: 35.20%)
better than tier avg
Share Draft per Member: $5.4K
(Tier: $3.3K, National: $2.1K)
better than tier avg
16 of 67 Large CUs have this signature | 354 nationally
→ Stable (12→16 CUs) +4 CUs YoY | Rank worsening

Wallet Share Momentum

growth
#12 of 20 • Top 18.8% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 7.33%
(Tier: 4.16%, National: 35.20%)
better than tier avg
20 of 67 Large CUs have this signature | 635 nationally
→ Stable (17→20 CUs) +3 CUs YoY | Rank worsening

Concerns (5)

Institutional Decline

decline
#1 of 3 • Bottom 48.5% in tier

Both members and loans declining - the institution is contracting. Leadership is likely under pressure to reverse course.

Why This Signature
Total Assets: $6.77B
(Tier: $7.12B, National: $593.11M)
worse than tier avg
Member Growth (YoY): -5.51%
(Tier: 4.24%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -2.09%
(Tier: 7.79%, National: 78.26%)
worse than tier avg
3 of 67 Large CUs have this signature | 261 nationally
→ Stable (5→3 CUs) -2 CUs YoY

Membership Headwinds

decline
#3 of 13 • Bottom 96.9% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -5.51%
(Tier: 4.24%, National: 15.67%)
worse than tier avg
13 of 67 Large CUs have this signature | 653 nationally
→ Stable (11→13 CUs) +2 CUs YoY

Stagnation Risk

risk
#4 of 13 • Bottom 96.9% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -5.51%
(Tier: 4.24%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -2.09%
(Tier: 7.79%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.46%
(Tier: 0.79%, National: 1.26%)
but better than tier avg
13 of 67 Large CUs have this signature | 653 nationally
→ Stable (11→13 CUs) +2 CUs YoY

Credit Quality Pressure

risk
#25 of 33 • Bottom 39.1% in tier

Delinquencies are rising year-over-year. Credit risk is building - they may need better underwriting tools.

Why This Signature
Delinquency Change (YoY): 0.09% points
(Tier: 0.07% points, National: 0.08% points)
worse than tier avg
33 of 67 Large CUs have this signature | 962 nationally
→ Stable (37→33 CUs) -4 CUs YoY | New qualifier

Liquidity Strain

risk
#25 of 28 • Bottom 30.3% in tier

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

Why This Signature
Loan-to-Share Ratio: 94.57%
(Tier: 84.03%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): -2.09%
(Tier: 7.79%, National: 78.26%)
worse than tier avg
28 of 67 Large CUs have this signature | 432 nationally
→ Stable (27→28 CUs) +1 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 39 peers in tier

Top Strengths (6 metrics)

3
Loan-to-Member Ratio (LMR)
engagement
Value: $23,668
Peer Median: $13,956
#3 of 39 Top 5.1% in 5B-7B tier
4
Total Assets
balance_sheet
Value: $6.77B
Peer Median: $5.68B
#4 of 39 Top 7.7% in 5B-7B tier
4
Average Member Relationship (AMR)
engagement
Value: $48,695
Peer Median: $29,661
#4 of 39 Top 7.7% in 5B-7B tier
5
Total Loans
balance_sheet
Value: $5.35B
Peer Median: $4.31B
#5 of 39 Top 10.3% in 5B-7B tier
6
Total Deposits
balance_sheet
Value: $5.65B
Peer Median: $4.80B
#6 of 39 Top 12.8% in 5B-7B tier
7
AMR Growth Rate
growth
Value: 7.33%
Peer Median: 2.28%
#7 of 39 Top 15.4% in 5B-7B tier

Top Weaknesses (10 metrics)

38
Return on Assets (ROA)
profitability
Value: 0.33%
Peer Median: 0.85%
#38 of 39 Bottom 5.1% in 5B-7B tier
38
Share Certificate Concentration (%)
balance_sheet
Value: 49.86%
Peer Median: 29.09%
#38 of 39 Bottom 5.1% in 5B-7B tier
37
Efficiency Ratio
profitability
Value: 78.06%
Peer Median: 66.17%
#37 of 39 Bottom 7.7% in 5B-7B tier
37
Member Growth Rate
growth
Value: -5.51%
Peer Median: 2.78%
#37 of 39 Bottom 7.7% in 5B-7B tier
37
First Mortgage Concentration (%)
balance_sheet
Value: 59.31%
Peer Median: 34.95%
#37 of 39 Bottom 7.7% in 5B-7B tier
36
Net Interest Margin (NIM)
profitability
Value: 2.48%
Peer Median: 3.25%
#36 of 39 Bottom 10.3% in 5B-7B tier
36
Net Worth Ratio
risk
Value: 8.68%
Peer Median: 10.43%
#36 of 39 Bottom 10.3% in 5B-7B tier
35
Loan Growth Rate
growth
Value: -2.09%
Peer Median: 4.22%
#35 of 39 Bottom 12.8% in 5B-7B tier
33
Total Members
engagement
Value: 225,848
Peer Median: 303,111
#33 of 39 Bottom 17.9% in 5B-7B tier
32
Members Per Employee (MPE)
engagement
Value: 332.129
Peer Median: 423.198
#32 of 39 Bottom 20.5% in 5B-7B tier
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