FELLOWSHIP

Charter #64852 | CO

<100M (2596 CUs) Micro
29 <100M in CO

FELLOWSHIP has 11 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 0.36% above tier average
  • + Net Interest Margin 0.44% above tier average
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + AMR Growth Rate: Top 1.3% in tier
  • + Loan-to-Share Ratio: Top 3.0% in tier
  • + Asset Growth Rate: Top 5.5% in tier
  • + Total Loans: Top 5.7% in tier
  • + Loan Growth Rate: Top 6.0% in tier
  • + Net Charge-Off Rate: Top 6.2% in tier
  • + Deposit Growth Rate: Top 6.8% in tier
  • + Total Members: Top 9.8% in tier

Key Concerns

Areas that may need attention

  • - Member decline: -10.5% YoY
  • - First Mortgage Concentration (%): Bottom 3.7% in tier
  • - Member Growth Rate: Bottom 5.4% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (CO) National Avg Tier Percentile
Members 5,878
-10.5% YoY-1.2% QoQ
+3.3K 2,625
-2.2% YoY
38,063
+8.0% YoY
33,089
+6.1% YoY
Top 9.8% in tier
Assets $54.1M
+11.9% YoY+3.2% QoQ
+$24.3M $29.9M
+1.1% YoY
$678.0M
+7.3% YoY
$547.7M
+7.8% YoY
Top 20.3% in tier
Loans $49.4M
+14.9% YoY+4.8% QoQ
+$33.6M $15.8M
-2.4% YoY
$529.4M
+8.0% YoY
$388.7M
+8.6% YoY
Top 5.7% in tier
Deposits $48.3M
+11.4% YoY+3.8% QoQ
+$22.8M $25.5M
+0.4% YoY
$571.8M
+9.1% YoY
$464.6M
+9.3% YoY
Top 18.7% in tier
ROA 1.0%
+9.0% YoY-6.8% QoQ
+0.4% 0.7%
-731.4% YoY
0.5%
+8.5% YoY
0.7%
+273.4% YoY
64th in tier
NIM 4.4%
-3.9% YoY-1.3% QoQ
+0.4% 3.9%
+3.8% YoY
3.6%
+3.7% YoY
3.7%
+5.0% YoY
69th in tier
Efficiency Ratio 77.8%
+0.3% YoY+0.1% QoQ
-3.6% 81.4%
-2.4% YoY
80.6%
-2.6% YoY
79.1%
-3.3% YoY
49th in tier
Delinquency Rate 1.2%
+58.7% YoY+19.7% QoQ
-0.3 1.5%
-2.0% YoY
0.9%
+6.2% YoY
1.2%
-0.9% YoY
65th in tier
Loan To Share 102.3%
+3.2% YoY+0.9% QoQ
+41.1% 61.2%
-3.0% YoY
72.9%
-3.4% YoY
68.0%
-1.7% YoY
Top 3.2% in tier
AMR $16,614
+26.4% YoY+5.5% QoQ
+$2K $14,627
-2.7% YoY
$22,866
+4.1% YoY
$19,418
+1.3% YoY
66th in tier
CD Concentration 25.6%
+37.1% YoY+8.4% QoQ
+1.2% 24.4%
+4.2% YoY
26.3%
+7.3% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 0.0% -14.0% 14.0%
-5.8% YoY
12.4%
-8.4% 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 (12 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 2.84%
#1 of 2596 Top 0.0% in <100M tier
36
AMR Growth Rate
growth
Value: 26.41%
Peer Avg: 4.67%
#36 of 2596 Top 1.3% in <100M tier
80
Loan-to-Share Ratio
balance_sheet
Value: 102.31%
Peer Avg: 61.23%
#80 of 2596 Top 3.0% in <100M tier
145
Asset Growth Rate
growth
Value: 11.90%
Peer Avg: 1.82%
#145 of 2596 Top 5.5% in <100M tier
148
Total Loans
balance_sheet
Value: $49.39M
Peer Avg: $15.77M
#148 of 2596 Top 5.7% in <100M tier
158
Loan Growth Rate
growth
Value: 14.93%
Peer Avg: 59.01%
#158 of 2596 Top 6.0% in <100M tier
161
Net Charge-Off Rate
risk
Value: -0.04%
Peer Avg: 0.57%
#161 of 2596 Top 6.2% in <100M tier
178
Deposit Growth Rate
growth
Value: 11.38%
Peer Avg: 16.80%
#178 of 2596 Top 6.8% in <100M tier
255
Total Members
engagement
Value: 5,878
Peer Avg: 2,626
#255 of 2596 Top 9.8% in <100M tier
405
Loan-to-Member Ratio (LMR)
engagement
Value: $8,402
Peer Avg: $5,488
#405 of 2596 Top 15.6% in <100M tier

Top Weaknesses (4 metrics)

2500
First Mortgage Concentration (%)
balance_sheet
Value: 60.30%
Peer Avg: 14.49%
#2500 of 2596 Bottom 3.7% in <100M tier
2456
Member Growth Rate
growth
Value: -10.49%
Peer Avg: 14.92%
#2456 of 2596 Bottom 5.4% in <100M tier
2211
Net Worth Ratio
risk
Value: 9.73%
Peer Avg: 16.43%
#2211 of 2596 Bottom 14.9% in <100M tier
1992
Share Certificate Concentration (%)
balance_sheet
Value: 25.62%
Peer Avg: 15.37%
#1992 of 2596 Bottom 23.3% in <100M tier