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FOURLEAF

Charter #4735 · NY

Titans 10B+
25 CUs in 10B+ nationally 3 in NY
View Titans leaderboard →

FOURLEAF has 5 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 44.0% in tier
  • + Organic Growth Engine: Top 44.0% in tier
  • + Emerging Performer: Top 68.0% in tier
  • + Relationship Depth Leader: Top 72.0% in tier
  • + Strong member growth: 5.0% YoY

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 4.0% in tier
  • - Credit Risk Growth: Bottom 44.0% in tier
  • - ROA 0.45% below tier average
  • - Efficiency ratio 8.71% above tier (higher cost structure)
  • - Delinquency rate 1.20% above tier average
  • - Total Delinquency Rate (60+ days): Bottom 8.0% 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 25 credit unions with $10B+ in assets nationally, and 1 of 3 that size in New York.
  • Shares and deposits +6.5% year over year ($13.0B in shares and deposits).
  • Membership: 527,355 members, +5.0% vs a year ago.
  • Delinquency rate 2.23%.
  • Return on assets 0.58%.
  • Efficiency ratio 70.28% vs a 61.57% peer average.
  • Loan-to-share ratio 87.88% vs a 87.50% 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 (NY) National Avg Tier Percentile
Members 527,355
+5.0% YoY+1.6% QoQ
-1.1M 1,671,910
-4.2% YoY
27,051
+5.9% YoY
34,678
+6.6% YoY
24%
Assets $14.4B
+3.9% YoY+0.4% QoQ
$-13.2B $27.7B
+0.2% YoY
$505.5M
+8.1% YoY
$593.1M
+10.2% YoY
36%
Loans $11.4B
+7.4% YoY+1.7% QoQ
$-8.6B $20.0B
-0.9% YoY
$338.7M
+9.1% YoY
$418.6M
+10.1% YoY
32%
Deposits $13.0B
+6.5% YoY+0.4% QoQ
$-10.5B $23.5B
+0.4% YoY
$431.4M
+8.2% YoY
$504.8M
+10.3% YoY
36%

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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 0.6%
+57.0% YoY-5.5% QoQ
-0.5% 1.0%
+45.0% YoY
1.2%
+60.1% YoY
1.2%
+121.4% YoY
32%
NIM 3.0%
+13.0% YoY+1.1% QoQ
-0.3% 3.2%
+5.4% YoY
3.6%
-0.3% YoY
3.8%
+2.3% YoY
40%
Efficiency Ratio 70.3%
-7.9% YoY-0.3% QoQ
+8.7% 61.6%
-6.2% YoY
80.5%
+0.8% YoY
83.0%
-5.3% YoY
72%
Delinquency Rate 2.2%
+39.0% YoY+10.4% QoQ
+1.2 1.0%
-2.7% YoY
1.7%
-18.0% YoY
1.3%
+2.6% YoY
Bottom 8.0% in tier
Loan To Share 87.9%
+0.9% YoY+1.4% QoQ
+0.4% 87.5%
-3.0% YoY
59.8%
-1.2% YoY
66.4%
-1.4% YoY
44%
AMR $46,315
+1.8% YoY-0.6% QoQ
+$13K $32,850
+5.7% YoY
$19,620
+2.7% YoY
$20,028
-0.9% YoY
84%
CD Concentration 25.8%
-39.6% YoY-3.0% QoQ
-4.4% 30.2% 16.4% 20.0% 20%
Indirect Auto % 10.3%
+34.9% YoY+0.0% QoQ
-4.6% 15.0% 2.7% 7.7% 40%

Signature Analysis

Strengths (4)

Organic Growth Leader

growth
#4 of 9 • Top 44.0% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 5.00%
(Tier: 7.74%, National: 15.67%)
but worse than tier avg
Indirect Auto %: 10.35%
(Tier: 14.97%, National: 7.71%)
better than tier avg
9 of 25 Titans CUs have this signature | 485 nationally
→ Stable (13→9 CUs) -4 CUs YoY

Organic Growth Engine

growth
#9 of 11 • Top 44.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 5.00%
(Tier: 7.74%, National: 15.67%)
but worse than tier avg
Return on Assets: 0.58%
(Tier: 1.03%, National: 1.23%)
but worse than tier avg
Indirect Auto %: 10.35%
(Tier: 14.97%, National: 7.71%)
better than tier avg
11 of 25 Titans CUs have this signature | 490 nationally
↓ Shrinking -8 CUs YoY

Relationship Depth Leader

growth
#6 of 7 • Top 72.0% 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): 1.84%
(Tier: 4.49%, National: 35.20%)
but worse than tier avg
Share Draft per Member: $2.9K
(Tier: $3.0K, National: $2.1K)
but worse than tier avg
7 of 25 Titans CUs have this signature | 354 nationally
→ Stable (3→7 CUs) +4 CUs YoY | Rank worsening

Emerging Performer

growth
#7 of 7 • Top 68.0% in tier

Smaller CU (bottom 50% by assets in tier) with strong profitability (ROA > 0.5%) AND growth (members >= 1%). Emerging leaders worth watching.

Why This Signature
Return on Assets: 0.58%
(Tier: 1.03%, National: 1.23%)
but worse than tier avg
Member Growth (YoY): 5.00%
(Tier: 7.74%, National: 15.67%)
but worse than tier avg
7 of 25 Titans CUs have this signature | 283 nationally
→ Stable (4→7 CUs) +3 CUs YoY | New qualifier

Concerns (2)

Credit Quality Pressure

risk
#1 of 21 • Bottom 4.0% in tier

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

Why This Signature
Delinquency Change (YoY): 0.63% points
(Tier: 0.08% points, National: 0.08% points)
worse than tier avg
21 of 25 Titans CUs have this signature | 962 nationally
→ Stable (16→21 CUs) +5 CUs YoY | New qualifier

Credit Risk Growth

risk
#3 of 18 • Bottom 44.0% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

Why This Signature
Loan Growth (YoY): 7.43%
(Tier: 12.76%, National: 78.26%)
worse than tier avg
Delinquency Change (YoY): 0.63% points
(Tier: 0.08% points, National: 0.08% points)
worse than tier avg
18 of 25 Titans CUs have this signature | 688 nationally
→ Stable (14→18 CUs) +4 CUs YoY | New qualifier

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 25 peers in tier

Top Strengths (4 metrics)

4
Average Member Relationship (AMR)
engagement
Value: $46,315
Peer Median: $30,737
#4 of 25 Top 12.0% in 10B+ tier
5
Loan-to-Member Ratio (LMR)
engagement
Value: $21,663
Peer Median: $13,189
#5 of 25 Top 16.0% in 10B+ tier
6
Share Certificate Concentration (%)
balance_sheet
Value: 25.77%
Peer Median: 31.60%
#6 of 25 Top 20.0% in 10B+ tier
7
First Mortgage Concentration (%)
balance_sheet
Value: 34.97%
Peer Median: 41.64%
#7 of 25 Top 24.0% in 10B+ tier

Top Weaknesses (3 metrics)

24
Total Delinquency Rate (60+ days)
risk
Value: 2.23%
Peer Median: 0.92%
#24 of 25 Bottom 8.0% in 10B+ tier
23
Fee Income Per Member
profitability
Value: $95.01
Peer Median: $216.78
#23 of 25 Bottom 12.0% in 10B+ tier
22
Net Worth Ratio
risk
Value: 9.12%
Peer Median: 10.72%
#22 of 25 Bottom 16.0% in 10B+ tier
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