SUMMIT RIDGE

Charter #64394 | MO

<100M (2596 CUs) Micro
60 <100M in MO

SUMMIT RIDGE has 2 strengths but faces 10 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Net Interest Margin 0.12% above tier average
  • + First Mortgage Concentration (%): Top 0.0% in tier

Key Concerns

Areas that may need attention

  • - ROA 0.57% below tier average
  • - Efficiency ratio 2.17% above tier (higher cost structure)
  • - Delinquency rate 0.50% above tier average
  • - Member decline: -3.2% YoY
  • - Indirect Auto Concentration (%): Bottom 3.7% in tier
  • - Asset Growth Rate: Bottom 5.0% in tier
  • - Loan Growth Rate: Bottom 5.1% in tier
  • - AMR Growth Rate: Bottom 6.5% in tier
  • - Net Worth Ratio: Bottom 6.8% in tier
  • - Deposit Growth Rate: Bottom 7.9% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (MO) National Avg Tier Percentile
Members 1,763
-3.2% YoY-1.3% QoQ
-862 2,625
-2.2% YoY
15,920
+4.0% YoY
33,089
+6.1% YoY
46th in tier
Assets $19.1M
-10.3% YoY-3.6% QoQ
$-10.8M $29.9M
+1.1% YoY
$210.9M
+9.4% YoY
$547.7M
+7.8% YoY
47th in tier
Loans $9.9M
-21.6% YoY-6.0% QoQ
$-5.9M $15.8M
-2.4% YoY
$147.8M
+9.0% YoY
$388.7M
+8.6% YoY
51st in tier
Deposits $17.3M
-9.4% YoY-3.5% QoQ
$-8.1M $25.5M
+0.4% YoY
$183.9M
+12.2% YoY
$464.6M
+9.3% YoY
49th in tier
ROA 0.1%
-120.9% YoY-32.6% QoQ
-0.6% 0.7%
-731.4% YoY
0.6%
+117.2% YoY
0.7%
+273.4% YoY
Bottom 20.2% in tier
NIM 4.1%
+26.5% YoY+5.7% QoQ
+0.1% 3.9%
+3.8% YoY
3.8%
+3.2% YoY
3.7%
+5.0% YoY
56th in tier
Efficiency Ratio 83.6%
-12.6% YoY+0.1% QoQ
+2.2% 81.4%
-2.4% YoY
78.5%
-6.5% YoY
79.1%
-3.3% YoY
63rd in tier
Delinquency Rate 2.0%
+14.8% YoY-21.4% QoQ
+0.5 1.5%
-2.0% YoY
1.2%
+9.9% YoY
1.2%
-0.9% YoY
Top 20.2% in tier
Loan To Share 56.9%
-13.5% YoY-2.7% QoQ
-4.4% 61.2%
-3.0% YoY
72.3%
-3.7% YoY
68.0%
-1.7% YoY
43rd in tier
AMR $15,418
-11.4% YoY-3.1% QoQ
+$791 $14,627
-2.7% YoY
$16,810
+3.4% YoY
$19,418
+1.3% YoY
60th in tier
CD Concentration 30.8%
-16.4% YoY-5.3% QoQ
+6.4% 24.4%
+4.2% YoY
18.1%
+9.5% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 32.6%
-14.7% YoY-2.8% QoQ
+18.6% 14.0%
-5.8% YoY
10.3%
-9.1% YoY
7.9%
-2.9% YoY
50th in tier

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 2596 peers in tier

Top Strengths (2 metrics)

1
First Mortgage Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 14.49%
#1 of 2596 Top 0.0% in <100M tier
565
Members Per Employee (MPE)
engagement
Value: 440.750
Peer Avg: 365.701
#565 of 2596 Top 21.7% in <100M tier

Top Weaknesses (10 metrics)

2501
Indirect Auto Concentration (%)
balance_sheet
Value: 32.61%
Peer Avg: 2.84%
#2501 of 2596 Bottom 3.7% in <100M tier
2467
Asset Growth Rate
growth
Value: -10.34%
Peer Avg: 1.82%
#2467 of 2596 Bottom 5.0% in <100M tier
2464
Loan Growth Rate
growth
Value: -21.59%
Peer Avg: 59.01%
#2464 of 2596 Bottom 5.1% in <100M tier
2429
AMR Growth Rate
growth
Value: -11.42%
Peer Avg: 4.67%
#2429 of 2596 Bottom 6.5% in <100M tier
2420
Net Worth Ratio
risk
Value: 8.53%
Peer Avg: 16.43%
#2420 of 2596 Bottom 6.8% in <100M tier
2391
Deposit Growth Rate
growth
Value: -9.41%
Peer Avg: 16.80%
#2391 of 2596 Bottom 7.9% in <100M tier
2306
Net Charge-Off Rate
risk
Value: 1.20%
Peer Avg: 0.57%
#2306 of 2596 Bottom 11.2% in <100M tier
2179
Share Certificate Concentration (%)
balance_sheet
Value: 30.77%
Peer Avg: 15.37%
#2179 of 2596 Bottom 16.1% in <100M tier
2073
Total Delinquency Rate (60+ days)
risk
Value: 2.01%
Peer Avg: 1.51%
#2073 of 2596 Bottom 20.2% in <100M tier
2072
Return on Assets (ROA)
profitability
Value: 0.11%
Peer Avg: 0.68%
#2072 of 2596 Bottom 20.2% in <100M tier