MID CAROLINA

Charter #60735 | SC

100M-500M (1077 CUs) Micro
10 100M-500M in SC

MID CAROLINA has 5 strengths but faces 7 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 10.9% in tier
  • + Relationship Depth Leader: Top 21.7% in tier
  • + Emerging Performer: Top 23.5% in tier
  • + Net Interest Margin 0.32% above tier average
  • + Share Certificate Concentration (%): Top 1.7% in tier

Key Concerns

Areas that may need attention

  • - Indirect Auto Dependency: Bottom 5.5% in tier
  • - Efficiency Drag: Bottom 13.3% in tier
  • - Liquidity Overhang: Bottom 26.5% in tier
  • - Stagnation Risk: Bottom 28.3% in tier
  • - Membership Headwinds: Bottom 28.8% in tier
  • - ROA 0.07% below tier average
  • - Efficiency ratio 3.53% above tier (higher cost structure)

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (SC) National Avg Tier Percentile
Members 14,088
-1.0% YoY-0.0% QoQ
-1.5K 15,628
-3.4% YoY
37,124
+2.2% YoY
33,089
+6.1% YoY
53rd in tier
Assets $179.9M
+5.9% YoY+0.2% QoQ
$-51.4M $231.3M
-0.0% YoY
$514.3M
+4.6% YoY
$547.7M
+7.8% YoY
44th in tier
Loans $109.0M
+6.5% YoY+3.6% QoQ
$-38.8M $147.8M
-1.4% YoY
$362.8M
+7.0% YoY
$388.7M
+8.6% YoY
41st in tier
Deposits $161.2M
+5.0% YoY+0.1% QoQ
$-39.1M $200.3M
-0.0% YoY
$433.3M
+6.0% YoY
$464.6M
+9.3% YoY
46th in tier
ROA 0.7%
-3.8% YoY+2.9% QoQ
-0.1% 0.8%
+15.5% YoY
1.2%
+18.8% YoY
0.7%
+273.4% YoY
47th in tier
NIM 3.9%
+6.0% YoY+0.7% QoQ
+0.3% 3.6%
+6.9% YoY
4.3%
+2.6% YoY
3.7%
+5.0% YoY
68th in tier
Efficiency Ratio 80.8%
-3.3% YoY-0.2% QoQ
+3.5% 77.3%
-3.0% YoY
75.1%
-1.9% YoY
79.1%
-3.3% YoY
64th in tier
Delinquency Rate 0.4%
-5.4% YoY-5.7% QoQ
-0.4 0.9%
+7.6% YoY
0.9%
+10.3% YoY
1.2%
-0.9% YoY
31st in tier
Loan To Share 67.7%
+1.4% YoY+3.5% QoQ
-5.0% 72.7%
-1.5% YoY
71.3%
-1.2% YoY
68.0%
-1.7% YoY
36th in tier
AMR $19,180
+6.7% YoY+1.5% QoQ
$-5K $24,363
+2.9% YoY
$16,641
+2.9% YoY
$19,418
+1.3% YoY
30th in tier
CD Concentration 1.1%
-57.6% YoY-9.4% QoQ
-23.3% 24.4%
+4.2% YoY
17.4%
+3.6% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 32.5%
-5.3% YoY-4.7% QoQ
+18.6% 14.0%
-5.8% YoY
5.9%
-5.3% YoY
7.9%
-2.9% YoY
50th in tier

Signature Analysis

Strengths (3)

Wallet Share Momentum

growth
#302 of 1006 • Top 10.9% in tier

Average member relationship growing year-over-year. Members are deepening their engagement.

Why This Signature
AMR Growth (YoY): 6.66%
(Tier: 3.68%, National: 4.19%)
better than tier avg
1006 of 1077 Community CUs have this signature | 1330 nationally
↑ Growing +249 CUs YoY | New qualifier

Relationship Depth Leader

growth
#598 of 1006 • Top 21.7% in tier

Average member relationship growing year-over-year. Increasing engagement suggests members are consolidating more business here.

Why This Signature
AMR Growth (YoY): 6.66%
(Tier: 3.68%, National: 4.19%)
better than tier avg
Share Draft per Member: $2.0K
(Tier: $2.8K, National: $2.0K)
but worse than tier avg
1006 of 1077 Community CUs have this signature | 1330 nationally
↑ Growing +249 CUs YoY | New qualifier

Emerging Performer

growth
#441 of 627 • Top 23.5% in tier

Profitable credit union with positive returns. May represent growth potential worth exploring.

Why This Signature
Return on Assets: 0.72%
(Tier: 0.77%, National: 0.71%)
but worse than tier avg
Member Growth (YoY): -0.98%
(Tier: 0.88%, National: 9.37%)
but worse than tier avg
627 of 1077 Community CUs have this signature | 852 nationally
↑ Growing +13 CUs YoY | Rank worsening

Concerns (5)

Indirect Auto Dependency

risk
#89 of 525 • Bottom 5.5% in tier

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

Why This Signature
Asset Growth (YoY): 5.93%
(Tier: 4.61%, National: 3.04%)
but better than tier avg
Indirect Auto %: 32.54%
(Tier: 13.96%, National: 7.90%)
worse than tier avg
Member Growth (YoY): -0.98%
(Tier: 0.88%, National: 9.37%)
worse than tier avg
525 of 1077 Community CUs have this signature | 768 nationally
↓ Shrinking -18 CUs YoY | Rank improving

Efficiency Drag

risk
#235 of 521 • Bottom 13.3% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 80.81%
(Tier: 77.15%, National: 79.10%)
worse than tier avg
ROA Change (YoY): -0.03% points
(Tier: 0.11% points, National: 0.05% points)
worse than tier avg
Member Growth (YoY): -0.98%
(Tier: 0.88%, National: 9.37%)
worse than tier avg
521 of 1077 Community CUs have this signature | 624 nationally
↓ Shrinking -113 CUs YoY | Rank improving

Liquidity Overhang

risk
#411 of 552 • Bottom 26.5% in tier

Very high net worth ratio (>12%). Strong capital position may indicate opportunity to deploy capital more productively.

Why This Signature
Net Worth Ratio: 12.26%
(Tier: 11.95%, National: 14.51%)
but better than tier avg
Loan-to-Share Ratio: 67.66%
(Tier: 74.56%, National: 67.96%)
worse than tier avg
552 of 1077 Community CUs have this signature | 691 nationally
↑ Growing +65 CUs YoY | Rank worsening

Stagnation Risk

risk
#466 of 550 • Bottom 28.3% in tier

Membership is declining. If profitability remains stable, current success may mask future risk from a shrinking member base.

Why This Signature
Return on Assets: 0.72%
(Tier: 0.77%, National: 0.71%)
worse than tier avg
Member Growth (YoY): -0.98%
(Tier: 0.88%, National: 9.37%)
worse than tier avg
Avg Member Relationship: $19.2K
(Tier: $25.0K, National: $19.4K)
worse than tier avg
CD Concentration: 1.08%
(Tier: 24.41%, National: 19.60%)
but better than tier avg
550 of 1077 Community CUs have this signature | 648 nationally
→ Stable (555→550 CUs) -5 CUs YoY | Rank worsening

Membership Headwinds

decline
#474 of 550 • Bottom 28.8% in tier

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

Why This Signature
Member Growth (YoY): -0.98%
(Tier: 0.88%, National: 9.37%)
worse than tier avg
550 of 1077 Community CUs have this signature | 648 nationally
→ Stable (555→550 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 1077 peers in tier

Top Strengths (2 metrics)

19
Share Certificate Concentration (%)
balance_sheet
Value: 1.08%
Peer Avg: 23.61%
#19 of 1077 Top 1.7% in 100M-500M tier
238
AMR Growth Rate
growth
Value: 6.66%
Peer Avg: 3.64%
#238 of 1077 Top 22.0% in 100M-500M tier

Top Weaknesses (1 metrics)

928
Indirect Auto Concentration (%)
balance_sheet
Value: 32.54%
Peer Avg: 13.34%
#928 of 1077 Bottom 13.9% in 100M-500M tier