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LAFAYETTE

Charter #619 · MD

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 7 in MD
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LAFAYETTE has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Fee Income Per Member: Top 0.1% in tier
  • + Average Member Relationship (AMR): Top 2.0% in tier

Key Concerns

Areas that may need attention

  • - Wealth Migration Risk: Bottom 2.4% in tier
  • - Credit Quality Pressure: Bottom 7.3% in tier
  • - Efficiency Drag: Bottom 11.2% in tier
  • - Institutional Decline: Bottom 44.3% in tier
  • - Stagnation Risk: Bottom 85.5% in tier
  • - Accelerating Exit Risk: Bottom 85.5% in tier
  • - Membership Headwinds: Bottom 85.5% in tier
  • - Shrinking Wallet Share: Bottom 99.5% 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 300 credit unions with $1B-$3B in assets nationally, and 1 of 7 that size in Maryland.
  • Shares and deposits +3.4% year over year ($1.80B in shares and deposits).
  • Membership: 56,729 members, -1.9% vs a year ago.
  • Delinquency rate 2.33%.
  • Return on assets 0.10%.
  • Efficiency ratio 83.68% vs a 73.02% peer average.
  • Loan-to-share ratio 54.20% vs a 84.71% 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 (MD) National Avg Tier Percentile
Members 56,729
-1.9% YoY-0.1% QoQ
-40.1K 96,861
-1.9% YoY
36,510
+7.3% YoY
34,678
+6.6% YoY
Bottom 12.0% in tier
Assets $2.1B
+3.4% YoY-2.6% QoQ
+$354.4M $1.7B
+0.4% YoY
$678.8M
+11.6% YoY
$593.1M
+10.2% YoY
70%
Loans $976.0M
-35.9% YoY+4.3% QoQ
$-258.3M $1.2B
+0.7% YoY
$482.2M
+10.0% YoY
$418.6M
+10.1% YoY
35%
Deposits $1.8B
+3.4% YoY-2.8% QoQ
+$337.3M $1.5B
+0.5% YoY
$576.6M
+11.4% YoY
$504.8M
+10.3% YoY
73%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.1%
-7.5% YoY-18.2% QoQ
-0.7% 0.8%
+27.6% YoY
0.7%
+24.7% YoY
1.2%
+121.4% YoY
Bottom 3.3% in tier
NIM 1.3%
-61.5% YoY+39.0% QoQ
-2.2% 3.4%
+6.6% YoY
3.4%
-0.6% YoY
3.8%
+2.3% YoY
Bottom 1.0% in tier
Efficiency Ratio 83.7%
+36.2% YoY-5.6% QoQ
+10.7% 73.0%
-2.7% YoY
84.7%
+4.5% YoY
83.0%
-5.3% YoY
Bottom 12.0% in tier
Delinquency Rate 2.3%
+22.9% YoY-24.0% QoQ
+1.5 0.9%
+7.3% YoY
1.2%
+2.8% YoY
1.3%
+2.6% YoY
Bottom 2.7% in tier
Loan To Share 54.2%
-38.0% YoY+7.4% QoQ
-30.5% 84.7%
+0.1% YoY
63.7%
-0.8% YoY
66.4%
-1.4% YoY
Bottom 3.7% in tier
AMR $48,946
-13.3% YoY-0.3% QoQ
+$19K $29,575
+1.5% YoY
$21,403
+4.3% YoY
$20,028
-0.9% YoY
Top 2.3% in tier
CD Concentration 55.4%
+4.4% YoY+0.5% QoQ
+26.3% 29.1% 21.7% 20.0% Top 0.8% in tier
Indirect Auto % 0.0% -18.1% 18.1% 7.3% 7.7% Top 10.9% in tier

Signature Analysis

Strengths (0)

No strengths identified

Concerns (8)

Shrinking Wallet Share

decline
#3 of 69 • Bottom 99.5% in tier

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

Why This Signature
AMR Growth (YoY): -13.27%
(Tier: 3.62%, National: 35.20%)
worse than tier avg
69 of 377 Mid-Market CUs have this signature | 308 nationally
↓ Shrinking -22 CUs YoY | Rank improving

Stagnation Risk

risk
#8 of 86 • Bottom 85.5% 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): -1.94%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -35.94%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
Delinquency Rate: 2.33%
(Tier: 0.86%, National: 1.26%)
worse than tier avg
86 of 377 Mid-Market CUs have this signature | 653 nationally
→ Stable (82→86 CUs) +4 CUs YoY | New qualifier

Wealth Migration Risk

decline
#2 of 11 • Bottom 2.4% in tier

High-value members moving money elsewhere despite stable membership. Your best customers are consolidating with competitors.

Why This Signature
Avg Member Relationship: $48.9K
(Tier: $29.9K, National: $20.0K)
but better than tier avg
AMR Growth (YoY): -13.27%
(Tier: 3.62%, National: 35.20%)
worse than tier avg
11 of 377 Mid-Market CUs have this signature | 24 nationally
→ Stable (15→11 CUs) -4 CUs YoY | New qualifier

Credit Quality Pressure

risk
#27 of 215 • Bottom 7.3% in tier

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

Why This Signature
Delinquency Change (YoY): 0.43% points
(Tier: 0.06% points, National: 0.08% points)
worse than tier avg
215 of 377 Mid-Market CUs have this signature | 962 nationally
↓ Shrinking -28 CUs YoY | Rank improving

Institutional Decline

decline
#4 of 25 • Bottom 44.3% in tier

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

Why This Signature
Total Assets: $2.08B
(Tier: $2.16B, National: $593.11M)
worse than tier avg
Member Growth (YoY): -1.94%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -35.94%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
25 of 377 Mid-Market CUs have this signature | 261 nationally
↓ Shrinking -12 CUs YoY | New qualifier

Efficiency Drag

risk
#12 of 71 • Bottom 11.2% in tier

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

Why This Signature
Efficiency Ratio: 83.68%
(Tier: 72.30%, National: 82.97%)
worse than tier avg
ROA Change (YoY): -0.01% points
(Tier: 0.18% points, National: 0.47% points)
worse than tier avg
Member Growth (YoY): -1.94%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
71 of 377 Mid-Market CUs have this signature | 608 nationally
↓ Shrinking -33 CUs YoY | New qualifier

Accelerating Exit Risk

decline
#2 of 6 • Bottom 85.5% in tier

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

Why This Signature
Member Growth (YoY): -1.94%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
AMR Growth (YoY): -13.27%
(Tier: 3.62%, National: 35.20%)
worse than tier avg
6 of 377 Mid-Market CUs have this signature | 53 nationally
→ Stable (10→6 CUs) -4 CUs YoY | New qualifier

Membership Headwinds

decline
#55 of 86 • Bottom 85.5% in tier

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

Why This Signature
Member Growth (YoY): -1.94%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
86 of 377 Mid-Market CUs have this signature | 653 nationally
→ Stable (82→86 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 300 peers in tier

Top Strengths (4 metrics)

1
Fee Income Per Member
profitability
Value: $737.90
Peer Median: $204.73
#1 of 300 Top 0.1% in 1B-3B tier
7
Average Member Relationship (AMR)
engagement
Value: $48,946
Peer Median: $28,089
#7 of 300 Top 2.0% in 1B-3B tier
34
Loan-to-Member Ratio (LMR)
engagement
Value: $17,204
Peer Median: $12,809
#34 of 300 Top 11.0% in 1B-3B tier
37
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 14.26%
#37 of 300 Top 12.0% in 1B-3B tier

Top Weaknesses (12 metrics)

300
Net Charge-Off Rate
risk
Value: 4.47%
Peer Median: 0.52%
#300 of 300 Bottom 0.3% in 1B-3B tier
298
Loan Growth Rate
growth
Value: -35.94%
Peer Median: 5.71%
#298 of 300 Bottom 1.0% in 1B-3B tier
298
Share Certificate Concentration (%)
balance_sheet
Value: 55.37%
Peer Median: 28.24%
#298 of 300 Bottom 1.0% in 1B-3B tier
297
Net Interest Margin (NIM)
profitability
Value: 1.27%
Peer Median: 3.46%
#297 of 300 Bottom 1.3% in 1B-3B tier
296
AMR Growth Rate
growth
Value: -13.27%
Peer Median: 3.19%
#296 of 300 Bottom 1.7% in 1B-3B tier
293
Total Delinquency Rate (60+ days)
risk
Value: 2.33%
Peer Median: 0.70%
#293 of 300 Bottom 2.7% in 1B-3B tier
291
Members Per Employee (MPE)
engagement
Value: 226.916
Peer Median: 346.173
#291 of 300 Bottom 3.3% in 1B-3B tier
290
Return on Assets (ROA)
profitability
Value: 0.10%
Peer Median: 0.77%
#290 of 300 Bottom 3.7% in 1B-3B tier
289
Loan-to-Share Ratio
balance_sheet
Value: 54.20%
Peer Median: 87.07%
#289 of 300 Bottom 4.0% in 1B-3B tier
265
Efficiency Ratio
profitability
Value: 83.68%
Peer Median: 73.62%
#265 of 300 Bottom 12.0% in 1B-3B tier
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