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EDUCATIONAL EMPLOYEES

Charter #60520 · CA

Large 5B-7B
37 CUs in 5B-7B nationally 6 in CA
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EDUCATIONAL EMPLOYEES has 8 strengths but faces 6 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Emerging Performer: Top 6.1% in tier
  • + Organic Growth Engine: Top 39.1% in tier
  • + Organic Growth Leader: Top 39.1% in tier
  • + ROA 0.91% above tier average
  • + Total Delinquency Rate (60+ days): Top 5.4% in tier
  • + Net Worth Ratio: Top 5.4% in tier
  • + Members Per Employee (MPE): Top 5.4% in tier
  • + Total Members: Top 8.1% in tier

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 64.1% in tier
  • - Credit Risk Growth: Bottom 71.9% in tier
  • - Total Loans: Bottom 5.4% in tier
  • - Loan-to-Share Ratio: Bottom 5.4% in tier
  • - Average Member Relationship (AMR): Bottom 5.4% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 5.4% in tier

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (CA) National Avg Tier Percentile
Members 400,720
+3.5% YoY+1.1% QoQ
+92.9K 307,793
+7.6% YoY
57,202
-0.9% YoY
33,913
+5.7% YoY
Top 10.8% in tier
Assets $5.4B
+9.0% YoY+2.3% QoQ
$-393.4M $5.8B
-0.2% YoY
$1.2B
+0.4% YoY
$578.3M
+9.0% YoY
32%
Loans $2.3B
+2.4% YoY-0.5% QoQ
$-1.9B $4.2B
+0.4% YoY
$813.8M
+0.1% YoY
$402.4M
+8.7% YoY
Bottom 2.7% in tier
Deposits $4.6B
+7.1% YoY+2.4% QoQ
$-279.2M $4.9B
+0.2% YoY
$1.0B
+1.2% YoY
$494.3M
+9.1% YoY
32%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 1.8%
-1.5% YoY+4.9% QoQ
+0.9% 0.9%
+47.0% YoY
2.1%
+290.7% YoY
0.4%
-39.2% YoY
Top 5.4% in tier
NIM 3.0%
+7.7% YoY+4.2% QoQ
-0.1% 3.2%
+9.8% YoY
5.0%
+56.5% YoY
3.8%
+4.1% YoY
32%
Efficiency Ratio 54.3%
-2.1% YoY-1.8% QoQ
-12.3% 66.6%
-11.0% YoY
81.3%
-2.7% YoY
84.6%
+2.8% YoY
Top 10.8% in tier
Delinquency Rate 0.2%
+1.4% YoY-13.1% QoQ
-0.5 0.7%
+23.3% YoY
0.6%
-45.1% YoY
1.2%
+3.4% YoY
Top 5.4% in tier
Loan To Share 49.2%
-4.4% YoY-2.8% QoQ
-35.6% 84.7%
-0.7% YoY
67.3%
-0.6% YoY
65.6%
-1.4% YoY
Bottom 2.7% in tier
AMR $17,184
+1.9% YoY+0.4% QoQ
$-15K $32,237
-7.3% YoY
$28,733
+1.2% YoY
$19,920
+1.6% YoY
Bottom 2.7% in tier
CD Concentration 26.2%
+11.2% YoY+0.8% QoQ
-2.4% 28.6% 21.6% 19.8% 39%
Indirect Auto % 0.0% -16.4% 16.4% 9.0% 7.7% Top 0.1% in tier

Signature Analysis

Strengths (3)

Organic Growth Engine

growth
#1 of 22 • Top 39.1% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 3.54%
(Tier: 4.32%, National: 10.19%)
but worse than tier avg
Return on Assets: 1.77%
(Tier: 0.90%, National: 0.39%)
better than tier avg
Indirect Auto %: 0.00%
(Tier: 16.37%, National: 7.73%)
better than tier avg
22 of 66 Large CUs have this signature | 499 nationally
→ No prior data (22 CUs now) | New qualifier

Emerging Performer

growth
#3 of 18 • Top 6.1% 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: 1.77%
(Tier: 0.90%, National: 0.39%)
better than tier avg
Member Growth (YoY): 3.54%
(Tier: 4.32%, National: 10.19%)
but worse than tier avg
18 of 66 Large CUs have this signature | 260 nationally
→ No prior data (18 CUs now) | New qualifier

Organic Growth Leader

growth
#8 of 22 • Top 39.1% in tier

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

Why This Signature
Member Growth (YoY): 3.54%
(Tier: 4.32%, National: 10.19%)
but worse than tier avg
Indirect Auto %: 0.00%
(Tier: 16.37%, National: 7.73%)
better than tier avg
22 of 66 Large CUs have this signature | 518 nationally
→ No prior data (22 CUs now) | New qualifier

Concerns (2)

Credit Risk Growth

risk
#34 of 35 • Bottom 71.9% in tier

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

Why This Signature
Loan Growth (YoY): 2.42%
(Tier: 7.53%, National: 1.74%)
worse than tier avg
Delinquency Change (YoY): 0.00% points
(Tier: 0.06% points, National: 0.12% points)
but better than tier avg
35 of 66 Large CUs have this signature | 710 nationally
→ No prior data (35 CUs now) | New qualifier

Credit Quality Pressure

risk
#41 of 42 • Bottom 64.1% in tier

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

Why This Signature
Delinquency Change (YoY): 0.00% points
(Tier: 0.06% points, National: 0.12% points)
but better than tier avg
42 of 66 Large CUs have this signature | 1013 nationally
→ Stable (39→42 CUs) +3 CUs YoY | Rank improving

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 37 peers in tier

Top Strengths (8 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 16.71%
#1 of 37 Top 0.1% in 5B-7B tier
2
Return on Assets (ROA)
profitability
Value: 1.77%
Peer Median: 0.75%
#2 of 37 Top 2.7% in 5B-7B tier
3
Total Delinquency Rate (60+ days)
risk
Value: 0.20%
Peer Median: 0.65%
#3 of 37 Top 5.4% in 5B-7B tier
3
Net Worth Ratio
risk
Value: 14.07%
Peer Median: 10.38%
#3 of 37 Top 5.4% in 5B-7B tier
3
Members Per Employee (MPE)
engagement
Value: 667.867
Peer Median: 416.780
#3 of 37 Top 5.4% in 5B-7B tier
4
Total Members
engagement
Value: 400,720
Peer Median: 298,815
#4 of 37 Top 8.1% in 5B-7B tier
5
Efficiency Ratio
profitability
Value: 54.25%
Peer Median: 68.24%
#5 of 37 Top 10.8% in 5B-7B tier
10
First Mortgage Concentration (%)
balance_sheet
Value: 26.70%
Peer Median: 35.35%
#10 of 37 Top 24.3% in 5B-7B tier

Top Weaknesses (4 metrics)

36
Total Loans
balance_sheet
Value: $2.27B
Peer Median: $4.22B
#36 of 37 Bottom 5.4% in 5B-7B tier
36
Loan-to-Share Ratio
balance_sheet
Value: 49.16%
Peer Median: 88.96%
#36 of 37 Bottom 5.4% in 5B-7B tier
36
Average Member Relationship (AMR)
engagement
Value: $17,184
Peer Median: $29,948
#36 of 37 Bottom 5.4% in 5B-7B tier
36
Loan-to-Member Ratio (LMR)
engagement
Value: $5,663
Peer Median: $13,954
#36 of 37 Bottom 5.4% in 5B-7B tier
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