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STATE EMPLOYEES'

Charter #66310 · NC

Titans 10B+
25 CUs in 10B+ nationally 1 in NC
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STATE EMPLOYEES' has 6 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 72.0% in tier
  • + Organic Growth Engine: Top 72.0% in tier
  • + Total Assets: Top 4.0% in tier
  • + Total Deposits: Top 4.0% in tier
  • + Total Loans: Top 4.0% in tier
  • + Total Members: Top 4.0% in tier

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 28.0% in tier
  • - Credit Risk Growth: Bottom 64.0% in tier
  • - ROA 0.31% below tier average
  • - Efficiency ratio 1.90% above tier (higher cost structure)
  • - Delinquency rate 1.36% above tier average
  • - Fee Income Per Member: Bottom 4.0% in tier
  • - Total Delinquency Rate (60+ days): Bottom 4.0% in tier
  • - First Mortgage Concentration (%): Bottom 8.0% in tier

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 25 credit unions with $10B+ in assets nationally, and 1 of 1 that size in North Carolina.
  • Shares and deposits +6.4% year over year ($53.5B in shares and deposits).
  • Membership: 2,998,339 members, +2.1% vs a year ago.
  • Delinquency rate 2.38%.
  • Return on assets 0.72%.
  • Efficiency ratio 63.47% vs a 61.57% peer average.
  • Loan-to-share ratio 72.30% vs a 87.50% 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 (NC) National Avg Tier Percentile
Members 2,998,339
+2.1% YoY+0.7% QoQ
+1.3M 1,671,910
-4.2% YoY
91,933
+2.2% YoY
34,678
+6.6% YoY
Top 8.0% in tier
Assets $60.0B
+6.7% YoY+0.4% QoQ
+$32.3B $27.7B
+0.2% YoY
$1.6B
+7.2% YoY
$593.1M
+10.2% YoY
Top 8.0% in tier
Loans $38.7B
+5.6% YoY+1.9% QoQ
+$18.6B $20.0B
-0.9% YoY
$1.1B
+5.6% YoY
$418.6M
+10.1% YoY
Top 8.0% in tier
Deposits $53.5B
+6.4% YoY+0.2% QoQ
+$29.9B $23.5B
+0.4% YoY
$1.4B
+7.1% YoY
$504.8M
+10.3% YoY
Top 8.0% 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 0.7%
+11.4% YoY+13.7% QoQ
-0.3% 1.0%
+45.0% YoY
0.9%
+189.6% YoY
1.2%
+121.4% YoY
36%
NIM 2.9%
+9.0% YoY+1.0% QoQ
-0.4% 3.2%
+5.4% YoY
4.0%
+0.2% YoY
3.8%
+2.3% YoY
24%
Efficiency Ratio 63.5%
-9.1% YoY-2.8% QoQ
+1.9% 61.6%
-6.2% YoY
83.1%
+0.7% YoY
83.0%
-5.3% YoY
56%
Delinquency Rate 2.4%
+7.2% YoY+65.3% QoQ
+1.4 1.0%
-2.7% YoY
1.5%
+12.0% YoY
1.3%
+2.6% YoY
Bottom 4.0% in tier
Loan To Share 72.3%
-0.7% YoY+1.7% QoQ
-15.2% 87.5%
-3.0% YoY
74.9%
+0.0% YoY
66.4%
-1.4% YoY
Bottom 12.0% in tier
AMR $30,737
+3.9% YoY+0.2% QoQ
$-2K $32,850
+5.7% YoY
$17,976
+4.0% YoY
$20,028
-0.9% YoY
48%
CD Concentration 31.6%
+6.1% YoY+0.2% QoQ
+1.4% 30.2% 21.4% 20.0% 48%
Indirect Auto % 0.0% -15.0% 15.0% 4.6% 7.7% Top 0.1% in tier

Signature Analysis

Strengths (2)

Organic Growth Leader

growth
#8 of 9 • Top 72.0% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 2.10%
(Tier: 7.74%, National: 15.67%)
but worse than tier avg
Indirect Auto %: 0.00%
(Tier: 14.97%, National: 7.71%)
better than tier avg
9 of 25 Titans CUs have this signature | 485 nationally
→ Stable (13→9 CUs) -4 CUs YoY

Organic Growth Engine

growth
#10 of 11 • Top 72.0% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 2.10%
(Tier: 7.74%, National: 15.67%)
but worse than tier avg
Return on Assets: 0.72%
(Tier: 1.03%, National: 1.23%)
but worse than tier avg
Indirect Auto %: 0.00%
(Tier: 14.97%, National: 7.71%)
better than tier avg
11 of 25 Titans CUs have this signature | 490 nationally
↓ Shrinking -8 CUs YoY

Concerns (2)

Credit Quality Pressure

risk
#7 of 21 • Bottom 28.0% in tier

Delinquencies are rising year-over-year. Credit risk is building - they may need better underwriting tools.

Why This Signature
Delinquency Change (YoY): 0.16% points
(Tier: 0.08% points, National: 0.08% points)
worse than tier avg
21 of 25 Titans CUs have this signature | 962 nationally
→ Stable (16→21 CUs) +5 CUs YoY

Credit Risk Growth

risk
#10 of 18 • Bottom 64.0% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

Why This Signature
Loan Growth (YoY): 5.64%
(Tier: 12.76%, National: 78.26%)
worse than tier avg
Delinquency Change (YoY): 0.16% points
(Tier: 0.08% points, National: 0.08% points)
worse than tier avg
18 of 25 Titans CUs have this signature | 688 nationally
→ Stable (14→18 CUs) +4 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 25 peers in tier

Top Strengths (5 metrics)

1
Indirect Auto Concentration (%)
balance_sheet
Value: 0.00%
Peer Median: 11.10%
#1 of 25 Top 0.1% in 10B+ tier
2
Total Assets
balance_sheet
Value: $59.97B
Peer Median: $19.38B
#2 of 25 Top 4.0% in 10B+ tier
2
Total Deposits
balance_sheet
Value: $53.49B
Peer Median: $15.58B
#2 of 25 Top 4.0% in 10B+ tier
2
Total Loans
balance_sheet
Value: $38.67B
Peer Median: $13.76B
#2 of 25 Top 4.0% in 10B+ tier
2
Total Members
engagement
Value: 2,998,339
Peer Median: 958,216
#2 of 25 Top 4.0% in 10B+ tier

Top Weaknesses (4 metrics)

25
Fee Income Per Member
profitability
Value: $91.22
Peer Median: $216.78
#25 of 25 Bottom 4.0% in 10B+ tier
25
Total Delinquency Rate (60+ days)
risk
Value: 2.38%
Peer Median: 0.92%
#25 of 25 Bottom 4.0% in 10B+ tier
24
First Mortgage Concentration (%)
balance_sheet
Value: 71.87%
Peer Median: 41.64%
#24 of 25 Bottom 8.0% in 10B+ tier
22
Loan-to-Share Ratio
balance_sheet
Value: 72.30%
Peer Median: 88.75%
#22 of 25 Bottom 16.0% in 10B+ tier
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