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WE FLORIDA FINANCIAL

Charter #61525 · FL

Community 500M-750M
167 CUs in 500M-750M nationally 6 in FL
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WE FLORIDA FINANCIAL has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + First Mortgage Concentration (%): Top 6.0% in tier
  • + Total Deposits: Top 9.6% in tier

Key Concerns

Areas that may need attention

  • - Institutional Decline: Bottom 10.7% in tier
  • - Efficiency Drag: Bottom 25.0% in tier
  • - Shrinking Wallet Share: Bottom 91.2% in tier
  • - Stagnation Risk: Bottom 95.0% in tier
  • - Accelerating Exit Risk: Bottom 95.0% in tier
  • - Membership Headwinds: Bottom 95.0% in tier
  • - ROA 0.28% below tier average
  • - Efficiency ratio 7.42% above tier (higher cost structure)

Core Metrics

As of 2026-Q1

Metric Current vs Tier Tier Avg State Avg (FL) National Avg Tier Percentile
Members 40,632
-7.3% YoY-0.4% QoQ
+2.6K 38,079
-4.8% YoY
74,034
+8.9% YoY
33,913
+5.7% YoY
62%
Assets $709.0M
-3.5% YoY+1.0% QoQ
+$89.3M $619.7M
-0.2% YoY
$1.2B
+11.7% YoY
$578.3M
+9.0% YoY
84%
Loans $442.9M
-16.5% YoY-4.3% QoQ
+$23.5M $419.3M
-1.4% YoY
$841.5M
+13.6% YoY
$402.4M
+8.7% YoY
58%
Deposits $634.5M
-4.5% YoY+1.0% QoQ
+$95.1M $539.5M
-0.1% YoY
$1.0B
+12.4% YoY
$494.3M
+9.1% YoY
Top 10.2% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.4%
-201.2% YoY+66.5% QoQ
-0.3% 0.7%
+36.0% YoY
0.6%
-11.7% YoY
0.4%
-39.2% YoY
30%
NIM 2.9%
+8.2% YoY-4.2% QoQ
-0.5% 3.5%
+4.5% YoY
3.6%
+2.7% YoY
3.8%
+4.1% YoY
Bottom 13.2% in tier
Efficiency Ratio 85.8%
-1.7% YoY+9.5% QoQ
+7.4% 78.4%
-3.7% YoY
80.0%
+2.7% YoY
84.6%
+2.8% YoY
77%
Delinquency Rate 0.6%
-41.5% YoY+1.8% QoQ
-0.1 0.7%
-0.9% YoY
0.6%
+6.2% YoY
1.2%
+3.4% YoY
52%
Loan To Share 69.8%
-12.6% YoY-5.3% QoQ
-7.9% 77.7%
-1.2% YoY
70.1%
+1.4% YoY
65.6%
-1.4% YoY
24%
AMR $26,517
-2.7% YoY-0.8% QoQ
$-411 $26,927
+3.1% YoY
$23,044
+4.5% YoY
$19,920
+1.6% YoY
56%
CD Concentration 36.6%
-9.7% YoY-5.3% QoQ
+12.3% 24.3% 24.4% 19.8% Top 11.7% in tier
Indirect Auto % 11.6%
-31.3% YoY-9.2% QoQ
-2.2% 13.8% 10.8% 7.7% 56%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (6)

Institutional Decline

decline
#1 of 250 • Bottom 10.7% in tier

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

Why This Signature
Total Assets: $709.02M
(Tier: $334.04M, National: $578.34M)
but better than tier avg
Member Growth (YoY): -7.28%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): -16.48%
(Tier: 4.14%, National: 1.74%)
worse than tier avg
250 of 284 Community CUs have this signature | 289 nationally
→ No prior data (250 CUs now) | New qualifier

Stagnation Risk

risk
#22 of 570 • Bottom 95.0% 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): -7.28%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
Loan Growth (YoY): -16.48%
(Tier: 4.14%, National: 1.74%)
worse than tier avg
Delinquency Rate: 0.64%
(Tier: 0.76%, National: 1.19%)
but better than tier avg
676 nationally
→ No prior data (570 CUs now) | New qualifier

Accelerating Exit Risk

decline
#6 of 53 • Bottom 95.0% in tier

Members leaving AND taking more deposits with them. This compounds quickly - urgent need for retention strategy.

Why This Signature
Member Growth (YoY): -7.28%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
AMR Growth (YoY): -2.72%
(Tier: 3.74%, National: 6.36%)
worse than tier avg
53 of 284 Community CUs have this signature | 66 nationally
→ No prior data (53 CUs now) | New qualifier

Membership Headwinds

decline
#68 of 570 • Bottom 95.0% in tier

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

Why This Signature
Member Growth (YoY): -7.28%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
676 nationally
→ No prior data (570 CUs now) | New qualifier

Shrinking Wallet Share

decline
#119 of 238 • Bottom 91.2% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -2.72%
(Tier: 3.74%, National: 6.36%)
worse than tier avg
238 of 284 Community CUs have this signature | 335 nationally
↓ Shrinking -109 CUs YoY | New qualifier

Efficiency Drag

risk
#557 of 596 • Bottom 25.0% in tier

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

Why This Signature
Efficiency Ratio: 85.80%
(Tier: 77.94%, National: 84.64%)
worse than tier avg
ROA Change (YoY): 0.81% points
(Tier: 0.05% points, National: -0.45% points)
but better than tier avg
Member Growth (YoY): -7.28%
(Tier: 0.72%, National: 10.19%)
worse than tier avg
702 nationally
↓ Shrinking -84 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 167 peers in tier

Top Strengths (3 metrics)

11
First Mortgage Concentration (%)
balance_sheet
Value: 13.72%
Peer Median: 32.87%
#11 of 167 Top 6.0% in 500M-750M tier
17
Total Deposits
balance_sheet
Value: $634.54M
Peer Median: $543.36M
#17 of 167 Top 9.6% in 500M-750M tier
27
Total Assets
balance_sheet
Value: $709.02M
Peer Median: $619.16M
#27 of 167 Top 15.6% in 500M-750M tier

Top Weaknesses (10 metrics)

167
Loan Growth Rate
growth
Value: -16.48%
Peer Median: 4.25%
#167 of 167 Bottom 0.6% in 500M-750M tier
164
Member Growth Rate
growth
Value: -7.28%
Peer Median: 1.03%
#164 of 167 Bottom 2.4% in 500M-750M tier
162
Deposit Growth Rate
growth
Value: -4.48%
Peer Median: 4.02%
#162 of 167 Bottom 3.6% in 500M-750M tier
159
Asset Growth Rate
growth
Value: -3.47%
Peer Median: 4.66%
#159 of 167 Bottom 5.4% in 500M-750M tier
153
AMR Growth Rate
growth
Value: -2.72%
Peer Median: 4.03%
#153 of 167 Bottom 9.0% in 500M-750M tier
151
Share Certificate Concentration (%)
balance_sheet
Value: 36.59%
Peer Median: 26.29%
#151 of 167 Bottom 10.2% in 500M-750M tier
145
Net Interest Margin (NIM)
profitability
Value: 2.93%
Peer Median: 3.48%
#145 of 167 Bottom 13.8% in 500M-750M tier
140
Net Charge-Off Rate
risk
Value: 0.85%
Peer Median: 0.39%
#140 of 167 Bottom 16.8% in 500M-750M tier
129
Efficiency Ratio
profitability
Value: 85.80%
Peer Median: 78.61%
#129 of 167 Bottom 23.4% in 500M-750M tier
127
Loan-to-Share Ratio
balance_sheet
Value: 69.79%
Peer Median: 79.97%
#127 of 167 Bottom 24.6% in 500M-750M tier
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