UNITED ASSOCIATION

Charter #65155 | CA

<100M (2596 CUs) Micro
92 <100M in CA

UNITED ASSOCIATION demonstrates 7 strengths

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 1.14% above tier average
  • + Net Interest Margin 1.05% above tier average
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + First Mortgage Concentration (%): Top 0.0% in tier
  • + Share Certificate Concentration (%): Top 0.0% in tier
  • + Members Per Employee (MPE): Top 0.7% in tier
  • + Loan Growth Rate: Top 7.9% in tier

Key Concerns

Areas that may need attention

No key concerns identified

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (CA) National Avg Tier Percentile
Members 2,138
+0.7% YoY+0.3% QoQ
-487 2,625
-2.2% YoY
59,606
+5.7% YoY
33,089
+6.1% YoY
54th in tier
Assets $13.3M
+3.2% YoY+0.2% QoQ
$-16.6M $29.9M
+1.1% YoY
$1.2B
+6.2% YoY
$547.7M
+7.8% YoY
39th in tier
Loans $7.3M
+12.3% YoY-1.8% QoQ
$-8.5M $15.8M
-2.4% YoY
$845.5M
+7.1% YoY
$388.7M
+8.6% YoY
43rd in tier
Deposits $10.9M
+1.8% YoY-0.1% QoQ
$-14.6M $25.5M
+0.4% YoY
$1.0B
+8.8% YoY
$464.6M
+9.3% YoY
38th in tier
ROA 1.8%
+5.9% YoY-12.4% QoQ
+1.1% 0.7%
-731.4% YoY
0.6%
+30.0% YoY
0.7%
+273.4% YoY
Top 12.4% in tier
NIM 5.0%
+17.3% YoY-0.3% QoQ
+1.0% 3.9%
+3.8% YoY
3.3%
+6.5% YoY
3.7%
+5.0% YoY
Top 14.6% in tier
Efficiency Ratio 61.3%
+5.5% YoY+4.2% QoQ
-20.1% 81.4%
-2.4% YoY
79.3%
-6.2% YoY
79.1%
-3.3% YoY
Bottom 15.8% in tier
Delinquency Rate 1.0%
+149.2% YoY+37.9% QoQ
-0.5 1.5%
-2.0% YoY
0.7%
-38.7% YoY
1.2%
-0.9% YoY
62nd in tier
Loan To Share 67.3%
+10.3% YoY-1.7% QoQ
+6.1% 61.2%
-3.0% YoY
68.8%
-1.5% YoY
68.0%
-1.7% YoY
58th in tier
AMR $8,505
+5.0% YoY-1.1% QoQ
$-6K $14,627
-2.7% YoY
$28,514
+2.8% YoY
$19,418
+1.3% YoY
Bottom 21.7% in tier
CD Concentration 0.0% -24.4% 24.4%
+4.2% YoY
21.7%
+4.2% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 0.0% -14.0% 14.0%
-5.8% YoY
9.5%
-6.9% 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 (8 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 2.84%
#1 of 2596 Top 0.0% in <100M tier
1
First Mortgage Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 14.49%
#1 of 2596 Top 0.0% in <100M tier
1
Share Certificate Concentration (%)
balance_sheet
Value: 0.00%
Peer Avg: 15.37%
#1 of 2596 Top 0.0% in <100M tier
18
Members Per Employee (MPE)
engagement
Value: 1069.000
Peer Avg: 365.701
#18 of 2596 Top 0.7% in <100M tier
207
Loan Growth Rate
growth
Value: 12.29%
Peer Avg: 59.01%
#207 of 2596 Top 7.9% in <100M tier
321
Return on Assets (ROA)
profitability
Value: 1.83%
Peer Avg: 0.68%
#321 of 2596 Top 12.3% in <100M tier
378
Net Interest Margin (NIM)
profitability
Value: 4.98%
Peer Avg: 3.93%
#378 of 2596 Top 14.5% in <100M tier
410
Efficiency Ratio
profitability
Value: 61.26%
Peer Avg: 81.39%
#410 of 2596 Top 15.8% in <100M tier

Top Weaknesses (1 metrics)

2033
Average Member Relationship (AMR)
engagement
Value: $8,505
Peer Avg: $14,627
#2033 of 2596 Bottom 21.7% in <100M tier