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JEFFERSON CREDIT UNION

Charter #63834 · AL

<100M
2437 CUs in <100M nationally 52 in AL

JEFFERSON CREDIT UNION has 6 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 0.18% above tier average
  • + Total Deposits: Top 2.3% in tier
  • + Total Members: Top 3.1% in tier
  • + Total Assets: Top 3.4% in tier
  • + Total Loans: Top 6.4% in tier
  • + Fee Income Per Member: Top 6.9% in tier

Key Concerns

Areas that may need attention

  • - ROA 0.65% below tier average
  • - Member decline: -3.9% YoY
  • - Indirect Auto Concentration (%): 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 2,437 credit unions with under $100M in assets nationally, and 1 of 52 that size in Alabama.
  • Shares and deposits -7.2% year over year ($80.9M in shares and deposits).
  • Membership: 8,095 members, -3.9% vs a year ago.
  • Delinquency rate 1.38%.
  • Return on assets 0.84%.
  • Efficiency ratio 80.22% vs a 88.77% peer average.
  • Loan-to-share ratio 58.13% vs a 58.89% 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 (AL) National Avg Tier Percentile
Members 8,095
-3.9% YoY0% QoQ
+5.5K 2,585
-1.7% YoY
28,281
-1.7% YoY
34,678
+6.6% YoY
Top 3.1% in tier
Assets $91.4M
-4.8% YoY-0.8% QoQ
+$61.1M $30.3M
+1.5% YoY
$459.0M
+7.0% YoY
$593.1M
+10.2% YoY
Top 3.4% in tier
Loans $47.0M
-11.8% YoY-4.0% QoQ
+$31.6M $15.5M
-1.7% YoY
$266.3M
+5.7% YoY
$418.6M
+10.1% YoY
Top 6.4% in tier
Deposits $80.9M
-7.2% YoY-1.4% QoQ
+$55.1M $25.8M
+1.1% YoY
$400.1M
+6.1% YoY
$504.8M
+10.3% YoY
Top 2.3% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
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ROA 0.8%
+3.4% YoY+16.0% QoQ
-0.6% 1.5%
+241.5% YoY
1.1%
+39.6% YoY
1.2%
+121.4% YoY
52%
NIM 4.1%
+7.3% YoY+0.6% QoQ
+0.2% 3.9%
+0.9% YoY
3.7%
+1.1% YoY
3.8%
+2.3% YoY
60%
Efficiency Ratio 80.2%
-5.9% YoY+5.4% QoQ
-8.5% 88.8%
-6.9% YoY
82.1%
+5.7% YoY
83.0%
-5.3% YoY
49%
Delinquency Rate 1.4%
-36.1% YoY+0.1% QoQ
-0.2 1.5%
+2.1% YoY
1.4%
-5.8% YoY
1.3%
+2.6% YoY
70%
Loan To Share 58.1%
-5.0% YoY-2.7% QoQ
-0.8% 58.9%
-3.1% YoY
59.3%
-1.7% YoY
66.4%
-1.4% YoY
49%
AMR $15,806
-5.2% YoY-2.4% QoQ
+$843 $14,963
-6.8% YoY
$17,701
+4.0% YoY
$20,028
-0.9% YoY
59%
CD Concentration 22.2%
-19.3% YoY-1.8% QoQ
-2.4% 24.6% 21.8% 20.0% 50%
Indirect Auto % 11.8%
-30.3% YoY-6.2% QoQ
-1.9% 13.6% 5.2% 7.7% 50%

Signature Analysis

Strengths (0)

No strengths identified

Concerns (0)

No concerns identified

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 2437 peers in tier

Top Strengths (5 metrics)

57
Total Deposits
balance_sheet
Value: $80.92M
Peer Median: $18.69M
#57 of 2437 Top 2.3% in <100M tier
76
Total Members
engagement
Value: 8,095
Peer Median: 1,902
#76 of 2437 Top 3.1% in <100M tier
83
Total Assets
balance_sheet
Value: $91.37M
Peer Median: $21.91M
#83 of 2437 Top 3.4% in <100M tier
157
Total Loans
balance_sheet
Value: $47.03M
Peer Median: $9.49M
#157 of 2437 Top 6.4% in <100M tier
170
Fee Income Per Member
profitability
Value: $187.76
Peer Median: $63.89
#170 of 2437 Top 6.9% in <100M tier

Top Weaknesses (9 metrics)

2244
Indirect Auto Concentration (%)
balance_sheet
Value: 11.75%
Peer Median: 0.00%
#2244 of 2437 Bottom 8.0% in <100M tier
2138
Deposit Growth Rate
growth
Value: -7.18%
Peer Median: 0.92%
#2138 of 2437 Bottom 12.3% in <100M tier
2064
Asset Growth Rate
growth
Value: -4.80%
Peer Median: 1.25%
#2064 of 2437 Bottom 15.3% in <100M tier
2042
Net Charge-Off Rate
risk
Value: 0.88%
Peer Median: 0.18%
#2042 of 2437 Bottom 16.2% in <100M tier
2022
AMR Growth Rate
growth
Value: -5.24%
Peer Median: 1.04%
#2022 of 2437 Bottom 17.1% in <100M tier
1990
Loan Growth Rate
growth
Value: -11.79%
Peer Median: -2.63%
#1990 of 2437 Bottom 18.4% in <100M tier
1975
First Mortgage Concentration (%)
balance_sheet
Value: 31.90%
Peer Median: 3.59%
#1975 of 2437 Bottom 19.0% in <100M tier
1971
Net Worth Ratio
risk
Value: 10.33%
Peer Median: 14.28%
#1971 of 2437 Bottom 19.2% in <100M tier
1848
Member Growth Rate
growth
Value: -3.89%
Peer Median: -1.37%
#1848 of 2437 Bottom 24.2% in <100M tier
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