BEREAN

Charter #66089 | IL

<100M (2596 CUs) Micro
143 <100M in IL

BEREAN has 7 strengths but faces 9 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + ROA 2.21% above tier average
  • + Total Delinquency Rate (60+ days): Top 0.0% in tier
  • + Indirect Auto Concentration (%): Top 0.0% in tier
  • + First Mortgage Concentration (%): Top 0.0% in tier
  • + Share Certificate Concentration (%): Top 0.0% in tier
  • + Loan Growth Rate: Top 5.0% in tier
  • + Net Charge-Off Rate: Top 9.4% in tier

Key Concerns

Areas that may need attention

  • - Efficiency ratio 4.52% above tier (higher cost structure)
  • - Average Member Relationship (AMR): Bottom 0.5% in tier
  • - Loan-to-Member Ratio (LMR): Bottom 0.8% in tier
  • - Total Assets: Bottom 0.9% in tier
  • - Total Loans: Bottom 1.0% in tier
  • - Loan-to-Share Ratio: Bottom 1.2% in tier
  • - Total Deposits: Bottom 1.2% in tier
  • - Net Interest Margin (NIM): Bottom 1.8% in tier
  • - Total Members: Bottom 6.9% in tier

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (IL) National Avg Tier Percentile
Members 263
+3.1% YoY+0.8% QoQ
-2.4K 2,625
-2.2% YoY
21,352
+8.3% YoY
33,089
+6.1% YoY
Bottom 6.9% in tier
Assets $185,137
+1.3% YoY-12.4% QoQ
$-29.7M $29.9M
+1.1% YoY
$379.6M
+9.6% YoY
$547.7M
+7.8% YoY
Bottom 0.9% in tier
Loans $7,842
+16.4% YoY+50.5% QoQ
$-15.8M $15.8M
-2.4% YoY
$267.7M
+12.9% YoY
$388.7M
+8.6% YoY
Bottom 1.0% in tier
Deposits $143,203
+2.7% YoY-11.0% QoQ
$-25.3M $25.5M
+0.4% YoY
$314.3M
+10.4% YoY
$464.6M
+9.3% YoY
Bottom 1.2% in tier
ROA 2.9%
-29.5% YoY-24.9% QoQ
+2.2% 0.7%
-731.4% YoY
0.8%
-108.9% YoY
0.7%
+273.4% YoY
Top 2.5% in tier
NIM 1.5%
+21.0% YoY+5.5% QoQ
-2.4% 3.9%
+3.8% YoY
3.7%
+5.1% YoY
3.7%
+5.0% YoY
Bottom 1.7% in tier
Efficiency Ratio 85.9%
-3.4% YoY+6.6% QoQ
+4.5% 81.4%
-2.4% YoY
90.4%
+10.2% YoY
79.1%
-3.3% YoY
69th in tier
Delinquency Rate 0.0%
-100.0% YoY
-1.5 1.5%
-2.0% YoY
1.5%
-12.1% YoY
1.2%
-0.9% YoY
Bottom 0.0% in tier
Loan To Share 5.5%
+13.4% YoY+69.2% QoQ
-55.8% 61.2%
-3.0% YoY
62.3%
-1.7% YoY
68.0%
-1.7% YoY
Bottom 1.0% in tier
AMR $574.3
+0.2% YoY-9.8% QoQ
$-14K $14,627
-2.7% YoY
$15,032
+2.8% YoY
$19,418
+1.3% YoY
Bottom 0.5% in tier
CD Concentration 0.0% -24.4% 24.4%
+4.2% YoY
13.7%
+4.0% YoY
19.6%
+6.2% YoY
50th in tier
Indirect Auto % 0.0% -14.0% 14.0%
-5.8% YoY
7.2%
+3.4% 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 (10 metrics)

1
Total Delinquency Rate (60+ days)
risk
Value: 0.00%
Peer Avg: 1.51%
#1 of 2596 Top 0.0% in <100M tier
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
64
Return on Assets (ROA)
profitability
Value: 2.89%
Peer Avg: 0.68%
#64 of 2596 Top 2.4% in <100M tier
130
Loan Growth Rate
growth
Value: 16.44%
Peer Avg: 59.01%
#130 of 2596 Top 5.0% in <100M tier
246
Net Charge-Off Rate
risk
Value: 0.00%
Peer Avg: 0.57%
#246 of 2596 Top 9.4% in <100M tier
306
Member Growth Rate
growth
Value: 3.14%
Peer Avg: 14.92%
#306 of 2596 Top 11.7% in <100M tier
420
Fee Income Per Member
profitability
Value: $143.14
Peer Avg: $182.96
#420 of 2596 Top 16.1% in <100M tier
633
Net Worth Ratio
risk
Value: 19.28%
Peer Avg: 16.43%
#633 of 2596 Top 24.3% in <100M tier

Top Weaknesses (8 metrics)

2583
Average Member Relationship (AMR)
engagement
Value: $574.32
Peer Avg: $14,627
#2583 of 2596 Bottom 0.5% in <100M tier
2575
Loan-to-Member Ratio (LMR)
engagement
Value: $29.82
Peer Avg: $5,488
#2575 of 2596 Bottom 0.8% in <100M tier
2573
Total Assets
balance_sheet
Value: $185,137
Peer Avg: $29.86M
#2573 of 2596 Bottom 0.9% in <100M tier
2571
Total Loans
balance_sheet
Value: $7,842
Peer Avg: $15.77M
#2571 of 2596 Bottom 1.0% in <100M tier
2565
Loan-to-Share Ratio
balance_sheet
Value: 5.48%
Peer Avg: 61.23%
#2565 of 2596 Bottom 1.2% in <100M tier
2565
Total Deposits
balance_sheet
Value: $143,203
Peer Avg: $25.45M
#2565 of 2596 Bottom 1.2% in <100M tier
2551
Net Interest Margin (NIM)
profitability
Value: 1.53%
Peer Avg: 3.93%
#2551 of 2596 Bottom 1.8% in <100M tier
2418
Total Members
engagement
Value: 263
Peer Avg: 2,626
#2418 of 2596 Bottom 6.9% in <100M tier