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UNCLE

Charter #64482 · CA

Community 500M-750M
165 CUs in 500M-750M nationally 10 in CA
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UNCLE has 4 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Relationship Depth Leader: Top 59.2% in tier
  • + Net Interest Margin 0.60% above tier average
  • + Total Loans: Top 1.8% in tier
  • + Total Deposits: Top 7.3% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 8.1% in tier
  • - Institutional Decline: Bottom 10.6% in tier
  • - Stagnation Risk: Bottom 95.7% in tier
  • - Membership Headwinds: Bottom 95.7% in tier
  • - Indirect Auto Dependency: Bottom 98.6% in tier
  • - ROA 0.53% below tier average
  • - Efficiency ratio 1.62% above tier (higher cost structure)
  • - Member decline: -8.5% YoY

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 165 credit unions with $500M-$750M in assets nationally, and 1 of 10 that size in California.
  • Shares and deposits -4.6% year over year ($645M in shares and deposits).
  • Membership: 36,258 members, -8.5% vs a year ago.
  • Delinquency rate 0.60%.
  • Return on assets 0.29%.
  • Efficiency ratio 78.18% vs a 76.56% peer average.
  • Loan-to-share ratio 94.78% vs a 79.33% 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 (CA) National Avg Tier Percentile
Members 36,258
-8.5% YoY-0.2% QoQ
-1.6K 37,897
-5.0% YoY
67,400
+7.3% YoY
34,678
+6.6% YoY
47%
Assets $716.1M
-7.5% YoY-3.0% QoQ
+$93.7M $622.4M
+0.6% YoY
$1.4B
+10.3% YoY
$593.1M
+10.2% YoY
84%
Loans $611.2M
-7.7% YoY-2.7% QoQ
+$182.7M $428.5M
-0.7% YoY
$958.9M
+10.2% YoY
$418.6M
+10.1% YoY
Top 2.4% in tier
Deposits $644.9M
-4.6% YoY-2.8% QoQ
+$105.1M $539.8M
+0.9% YoY
$1.2B
+11.1% YoY
$504.8M
+10.3% YoY
Top 7.9% in tier

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 0.3%
-233.8% YoY+125.0% QoQ
-0.5% 0.8%
+39.5% YoY
2.5%
+328.4% YoY
1.2%
+121.4% YoY
Bottom 14.5% in tier
NIM 4.1%
+10.1% YoY+0.8% QoQ
+0.6% 3.5%
+5.0% YoY
3.4%
+4.4% YoY
3.8%
+2.3% YoY
Top 11.5% in tier
Efficiency Ratio 78.2%
+1.4% YoY-9.6% QoQ
+1.6% 76.6%
-3.6% YoY
79.7%
-4.5% YoY
83.0%
-5.3% YoY
55%
Delinquency Rate 0.6%
-31.4% YoY-10.1% QoQ
-0.2 0.8%
+3.1% YoY
0.7%
-14.3% YoY
1.3%
+2.6% YoY
39%
Loan To Share 94.8%
-3.3% YoY+0.1% QoQ
+15.5% 79.3%
-1.4% YoY
69.0%
+0.5% YoY
66.4%
-1.4% YoY
Top 13.3% in tier
AMR $34,642
+2.6% YoY-2.6% QoQ
+$7K $27,294
+4.1% YoY
$29,171
+2.5% YoY
$20,028
-0.9% YoY
85%
CD Concentration 27.4%
+5.0% YoY+2.1% QoQ
+2.9% 24.6% 22.2% 20.0% 62%
Indirect Auto % 25.4%
-22.1% YoY-6.8% QoQ
+11.8% 13.6% 9.2% 7.7% 78%

Signature Analysis

Strengths (1)

Relationship Depth Leader

growth
#210 of 262 • Top 59.2% in tier

Top-tier average member relationship within peer group, with stable or growing engagement. Strong wallet share positioning.

Why This Signature
AMR Growth (YoY): 2.61%
(Tier: 3.97%, National: 35.20%)
but worse than tier avg
Share Draft per Member: $4.3K
(Tier: $2.9K, National: $2.1K)
better than tier avg
262 of 276 Community CUs have this signature | 354 nationally
↑ Growing +11 CUs YoY | New qualifier

Concerns (5)

Institutional Decline

decline
#3 of 230 • Bottom 10.6% in tier

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

Why This Signature
Total Assets: $716.09M
(Tier: $336.17M, National: $593.11M)
but better than tier avg
Member Growth (YoY): -8.52%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -7.71%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
230 of 276 Community CUs have this signature | 261 nationally
↓ Shrinking -49 CUs YoY | New qualifier

Stagnation Risk

risk
#41 of 549 • Bottom 95.7% 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): -8.52%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -7.71%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.60%
(Tier: 0.87%, National: 1.26%)
but better than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | New qualifier

Membership Headwinds

decline
#56 of 549 • Bottom 95.7% in tier

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

Why This Signature
Member Growth (YoY): -8.52%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
653 nationally
↓ Shrinking -15 CUs YoY | New qualifier

Liquidity Strain

risk
#176 of 224 • Bottom 8.1% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 94.78%
(Tier: 73.56%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): -7.71%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
224 of 276 Community CUs have this signature | 432 nationally
↓ Shrinking -11 CUs YoY | Rank worsening

Indirect Auto Dependency

risk
#388 of 476 • Bottom 98.6% in tier

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

Why This Signature
Asset Growth (YoY): -7.48%
(Tier: 4.62%, National: 3.30%)
worse than tier avg
Indirect Auto %: 25.41%
(Tier: 13.63%, National: 7.71%)
worse than tier avg
Member Growth (YoY): -8.52%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
714 nationally
↓ Shrinking -57 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 165 peers in tier

Top Strengths (7 metrics)

4
Total Loans
balance_sheet
Value: $611.21M
Peer Median: $428.72M
#4 of 165 Top 1.8% in 500M-750M tier
13
Total Deposits
balance_sheet
Value: $644.85M
Peer Median: $542.48M
#13 of 165 Top 7.3% in 500M-750M tier
19
Net Interest Margin (NIM)
profitability
Value: 4.13%
Peer Median: 3.55%
#19 of 165 Top 10.9% in 500M-750M tier
19
Loan-to-Member Ratio (LMR)
engagement
Value: $16,857
Peer Median: $11,477
#19 of 165 Top 10.9% in 500M-750M tier
22
Loan-to-Share Ratio
balance_sheet
Value: 94.78%
Peer Median: 81.50%
#22 of 165 Top 12.7% in 500M-750M tier
25
Average Member Relationship (AMR)
engagement
Value: $34,642
Peer Median: $25,725
#25 of 165 Top 14.5% in 500M-750M tier
26
Total Assets
balance_sheet
Value: $716.09M
Peer Median: $621.76M
#26 of 165 Top 15.2% in 500M-750M tier

Top Weaknesses (8 metrics)

160
Member Growth Rate
growth
Value: -8.52%
Peer Median: 0.59%
#160 of 165 Bottom 3.6% in 500M-750M tier
159
Asset Growth Rate
growth
Value: -7.48%
Peer Median: 4.61%
#159 of 165 Bottom 4.2% in 500M-750M tier
159
Deposit Growth Rate
growth
Value: -4.60%
Peer Median: 4.04%
#159 of 165 Bottom 4.2% in 500M-750M tier
156
Net Charge-Off Rate
risk
Value: 1.10%
Peer Median: 0.41%
#156 of 165 Bottom 6.1% in 500M-750M tier
154
Loan Growth Rate
growth
Value: -7.71%
Peer Median: 4.82%
#154 of 165 Bottom 7.3% in 500M-750M tier
153
Net Worth Ratio
risk
Value: 8.28%
Peer Median: 10.42%
#153 of 165 Bottom 7.9% in 500M-750M tier
141
Return on Assets (ROA)
profitability
Value: 0.29%
Peer Median: 0.74%
#141 of 165 Bottom 15.2% in 500M-750M tier
129
Indirect Auto Concentration (%)
balance_sheet
Value: 25.41%
Peer Median: 9.93%
#129 of 165 Bottom 22.4% in 500M-750M tier
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